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

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 21,894 shares of SDVY stock, worth $784,462. This represents 0.45% of its overall portfolio holdings.

Number of Shares
21,894
Previous 97,038 77.44%
Holding current value
$784,462
Previous $3.38 Million 78.39%
% of portfolio
0.45%
Previous 0.68%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$32.33 - $34.91 $2.43 Million - $2.62 Million
-75,144 Reduced 77.44%
21,894 $730,000
Q1 2024

May 14, 2024
BUY
$31.21 - $34.82 $2.82 Million - $3.15 Million
90,419 Added 1366.05%
97,038 $3.38 Million
Q4 2023

Mar 07, 2024
BUY
$26.48 - $33.23 $175,271 - $219,949
6,619 New
6,619 $216,000
Q2 2023

Aug 11, 2023
BUY
$24.91 - $28.31 $11,408 - $12,965
458 Added 11.5%
4,439 $125,000
Q4 2022

Feb 14, 2023
BUY
$23.78 - $27.72 $94,668 - $110,353
3,981 New
3,981 $103,000

Others Institutions Holding SDVY

# of Institutions
404
Shares Held
133M
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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