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

Guardian Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025

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 408,309 shares of SDVY stock, worth $15.3 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
408,309
Previous 375,173 8.83%
Holding current value
$15.3 Million
Previous $12.6 Million 14.62%
% of portfolio
1.09%
Previous 1.08%

Shares

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

Aug 14, 2025
BUY
$29.52 - $35.31 $978,174 - $1.17 Million
33,136 Added 8.83%
408,309 $14.4 Million
Q1 2025

May 15, 2025
BUY
$32.49 - $37.99 $1.07 Million - $1.25 Million
32,989 Added 9.64%
375,173 $12.6 Million
Q4 2024

Feb 14, 2025
BUY
$35.45 - $40.33 $10.2 Million - $11.6 Million
287,309 Added 523.57%
342,184 $12.3 Million
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
499
Shares Held
186M
Call Options Held
0
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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