Creative One Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Creative One Wealth, LLC

$3 Billion
Q4 2024

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 43,695 shares of SDVY stock, worth $1.47 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

43,695

Previous 47,893 8.77%

Holding current value

$1.47 Million

Previous $1.74 Million 10.1%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$35.45 - $40.33 $148,819 - $169,305	-4,198 Reduced 8.77%	43,695 $1.57 Million
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

# of Institutions

511

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Account

Creative One Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History