Daymark Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q3 2024

A detailed history of Daymark Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 179,856 shares of SDVY stock, worth $6.44 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
179,856
Previous 163,058 10.3%
Holding current value
$6.44 Million
Previous $5.44 Million 20.23%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Oct 08, 2024
BUY
$32.65 - $36.69 $548,454 - $616,318
16,798 Added 10.3%
179,856 $6.54 Million
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $4.65 Million - $5.02 Million
143,736 Added 743.9%
163,058 $5.44 Million
Q1 2024

Apr 10, 2024
BUY
$31.21 - $34.82 $315,064 - $351,507
10,095 Added 109.41%
19,322 $672,000
Q4 2023

Jan 09, 2024
BUY
$26.48 - $33.23 $244,330 - $306,613
9,227 New
9,227 $302,000

Others Institutions Holding SDVY

# of Institutions
404
Shares Held
133M
Call Options Held
6.7K
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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