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 97,038 shares of SDVY stock, worth $3.21 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
97,038
Previous 6,619 1366.05%
Holding current value
$3.21 Million
Previous $216,000 1463.89%
% of portfolio
0.68%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$25.42 - $27.72 $101,197 - $110,353
3,981 New
3,981 $103,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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