Guardian Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Guardian Wealth Advisors, LLC

  • $838 Million
  • Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 54,875 shares of SDVY stock, worth $2.02 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
54,875
Previous 40,000 37.19%
Holding current value
$2.02 Million
Previous $1.34 Million 49.51%
% of portfolio
0.24%
Previous 0.18%

Shares

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

Nov 14, 2024
BUY
$32.65 - $36.69 $485,668 - $545,763
14,875 Added 37.19%
54,875 $2 Million
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $1.29 Million - $1.4 Million
40,000 New
40,000 $1.34 Million

Others Institutions Holding SDVY

# of Institutions
457
Shares Held
153M
Call Options Held
6.7K
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
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