Genesis Private Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Genesis Private Wealth, LLC

  • $212 Billion
  • Q2 2025

A detailed history of Genesis Private Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 73,100 shares of SDVY stock, worth $2.68 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
73,100
Previous 70,379 3.87%
Holding current value
$2.68 Million
Previous $2.36 Billion 9.39%
% of portfolio
1.22%
Previous 1.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$29.52 - $35.31 $80,323 - $96,078
2,721 Added 3.87%
73,100 $2.58 Billion
Q1 2025

Apr 23, 2025
BUY
$32.49 - $37.99 $154,230 - $180,338
4,747 Added 7.23%
70,379 $2.36 Billion
Q4 2024

Jan 17, 2025
BUY
$35.45 - $40.33 $2.33 Million - $2.65 Million
65,632 New
65,632 $2.35 Billion

Others Institutions Holding SDVY

# of Institutions
500
Shares Held
189M
Call Options Held
10.7K
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
Track This Portfolio

Track Genesis Private Wealth, LLC Portfolio

Follow Genesis Private Wealth, 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 Genesis Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesis Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email