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

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,250 shares of SDVY stock, worth $157,335. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,250
Previous 4,343 2.14%
Holding current value
$157,335
Previous $157,000 3.18%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$35.45 - $40.33 $3,296 - $3,750
-93 Reduced 2.14%
4,250 $152,000
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.69 $114,830 - $129,038
3,517 Added 425.79%
4,343 $157,000
Q3 2024

Nov 12, 2024
BUY
$32.65 - $36.69 $26,968 - $30,305
826 New
826 $30,000
Q1 2024

May 15, 2024
BUY
$31.21 - $34.82 $156 - $174
5 Added 0.15%
3,373 $117,000
Q4 2023

Feb 14, 2024
BUY
$26.48 - $33.23 $89,184 - $111,918
3,368 New
3,368 $110,000

Others Institutions Holding SDVY

# of Institutions
503
Shares Held
173M
Call Options Held
4K
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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