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

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 294,671 shares of SDVY stock, worth $9.55 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

294,671

Previous 526,354 44.02%

Holding current value

$9.55 Million

Previous $17.6 Million 55886.75%

% of portfolio

1.47%

Previous 1.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$32.49 - $37.99 $7.53 Million - $8.8 Million	-231,683 Reduced 44.02%	294,671 $9.87 Billion
Q1 2025 Apr 23, 2025	BUY	$32.49 - $37.99 $9 Million - $10.5 Million	276,950 Added 111.04%	526,354 $17.6 Million
Q4 2024 Jan 28, 2025	BUY	$35.45 - $40.33 $7.65 Million - $8.7 Million	215,695 Added 639.87%	249,404 $8.94 Billion
Q1 2022 May 19, 2022	BUY	$27.17 - $30.89 $915,873 - $1.04 Million	33,709 New	33,709 $939,000
Q1 2022 May 16, 2022	SELL	$27.17 - $30.89 $366,550 - $416,736	-13,491 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$28.58 - $30.81 $385,572 - $415,657	13,491 New	13,491 $409,000

Others Institutions Holding SDVY

# of Institutions

508

Shares Held

175M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Golden State Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History