Geo Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Geo Wealth Management, LLC holds 13,140 shares of SDVY stock, worth $441,504. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,140
Previous 16,727 21.44%
Holding current value
$441,504
Previous $608,000 22.53%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 13, 2025
SELL
$35.45 - $40.33 $127,159 - $144,663
-3,587 Reduced 21.44%
13,140 $471,000
Q3 2024

Nov 12, 2024
SELL
$32.65 - $36.69 $32 - $36
-1 Reduced 0.01%
16,727 $608,000
Q2 2024

Aug 12, 2024
BUY
$32.33 - $34.91 $38,602 - $41,682
1,194 Added 7.69%
16,728 $558,000
Q1 2024

May 15, 2024
SELL
$31.21 - $34.82 $484,816 - $540,893
-15,534 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$31.21 - $34.82 $484,816 - $540,893
15,534 New
15,534 $540,000

Others Institutions Holding SDVY

# of Institutions
511
Shares Held
174M
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
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