A detailed history of Geneos Wealth Management Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,046 shares of SDVY stock, worth $252,458. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,046
Previous 3,834 83.78%
Holding current value
$252,458
Previous $127,000 101.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$32.65 - $36.69 $104,871 - $117,848
3,212 Added 83.78%
7,046 $256,000
Q2 2024

Jul 23, 2024

BUY
$32.33 - $34.91 $107,335 - $115,901
3,320 Added 645.91%
3,834 $127,000
Q1 2024

May 03, 2024

BUY
$31.21 - $34.82 $10,580 - $11,803
339 Added 193.71%
514 $17,000
Q3 2023

Oct 11, 2023

BUY
$27.7 - $30.38 $4,847 - $5,316
175 New
175 $4,000
Q2 2022

Jul 22, 2022

BUY
$23.62 - $28.23 $47 - $56
2 Added 0.11%
1,903 $45,000
Q1 2022

May 16, 2022

BUY
$27.17 - $30.89 $27 - $30
1 Added 0.05%
1,901 $52,000
Q4 2021

Feb 09, 2022

BUY
$28.58 - $30.81 $54,302 - $58,539
1,900 New
1,900 $57,000

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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