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

Creative One Wealth, LLC

$1.97 Billion
Q2 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 14,566 shares of SDVY stock, worth $528,017. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,566

Previous 13,539 7.59%

Holding current value

$528,017

Previous $471,000 3.18%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

341

Shares Held

110M

Call Options Held

Put Options Held

1.1K

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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