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

Gateway Wealth Partners, LLC

  • $386 Billion
  • Q4 2024

A detailed history of Gateway Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 14,801 shares of SDVY stock, worth $501,753. This represents 0.14% of its overall portfolio holdings.

Number of Shares
14,801
Previous 19,551 24.3%
Holding current value
$501,753
Previous $711 Million 25.4%
% of portfolio
0.14%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$35.45 - $40.33 $168,387 - $191,567
-4,750 Reduced 24.3%
14,801 $531 Million
Q3 2024

Oct 24, 2024
BUY
$32.65 - $36.69 $67,552 - $75,911
2,069 Added 11.84%
19,551 $711 Million
Q2 2024

Aug 16, 2024
BUY
$32.33 - $34.91 $565,193 - $610,296
17,482 New
17,482 $584 Million

Others Institutions Holding SDVY

# of Institutions
510
Shares Held
173M
Call Options Held
4K
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
Track This Portfolio

Track Gateway Wealth Partners, LLC Portfolio

Follow Gateway Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email