A detailed history of Creative One Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Creative One Wealth, LLC holds 47,893 shares of SDVY stock, worth $1.72 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
47,893
Previous 14,566 228.8%
Holding current value
$1.72 Million
Previous $486,000 258.44%
% of portfolio
0.06%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$32.65 - $36.69 $1.09 Million - $1.22 Million
33,327 Added 228.8%
47,893 $1.74 Million
Q2 2024

Aug 14, 2024

BUY
$32.33 - $34.91 $33,202 - $35,852
1,027 Added 7.59%
14,566 $486,000
Q1 2024

May 14, 2024

BUY
$31.21 - $34.82 $422,552 - $471,427
13,539 New
13,539 $471,000
Q2 2023

Aug 14, 2023

SELL
$24.91 - $28.31 $6,576 - $7,473
-264 Reduced 3.22%
7,924 $224,000
Q1 2023

May 15, 2023

SELL
$25.54 - $29.71 $60,019 - $69,818
-2,350 Reduced 22.3%
8,188 $218,000
Q4 2022

Feb 14, 2023

SELL
$23.78 - $27.72 $2,282 - $2,661
-96 Reduced 0.9%
10,538 $275,000
Q3 2022

Nov 14, 2022

SELL
$23.0 - $27.75 $1,357 - $1,637
-59 Reduced 0.55%
10,634 $246,000
Q2 2022

Aug 12, 2022

BUY
$23.62 - $28.23 $252,568 - $301,863
10,693 New
10,693 $255,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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