Consolidated Planning Corp First Tr ETF Vi Smid Cap Risin Transaction History

Consolidated Planning Corp

  • $845 Million
  • Q3 2025

A detailed history of Consolidated Planning Corp transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Consolidated Planning Corp holds 10,564 shares of SDVY stock, worth $396,044. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,564
Previous 9,921 6.48%
Holding current value
$396,044
Previous $350,000 14.57%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$35.42 - $38.65 $22,775 - $24,851
643 Added 6.48%
10,564 $401,000
Q2 2025

Jul 18, 2025
BUY
$29.52 - $35.31 $14,140 - $16,913
479 Added 5.07%
9,921 $350,000
Q1 2025

Apr 22, 2025
BUY
$32.49 - $37.99 $45,940 - $53,717
1,414 Added 17.61%
9,442 $316,000
Q4 2024

Jan 29, 2025
BUY
$35.45 - $40.33 $284,592 - $323,769
8,028 New
8,028 $287,000

Others Institutions Holding SDVY

# of Institutions
514
Shares Held
191M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
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