Independent Wealth Network Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Independent Wealth Network Inc.

$291 Million
Q3 2025

A detailed history of Independent Wealth Network Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Independent Wealth Network Inc. holds 20,273 shares of SDVY stock, worth $760,034. This represents 0.26% of its overall portfolio holdings.

Number of Shares

20,273

Previous 19,850 2.13%

Holding current value

$760,034

Previous $700,000 10.0%

% of portfolio

0.26%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$35.42 - $38.65 $14,982 - $16,348	423 Added 2.13%	20,273 $770,000
Q2 2025 Jul 16, 2025	SELL	$29.52 - $35.31 $16,737 - $20,020	-567 Reduced 2.78%	19,850 $700,000
Q1 2025 May 02, 2025	SELL	$32.49 - $37.99 $67,124 - $78,487	-2,066 Reduced 9.19%	20,417 $683,000
Q4 2024 Jan 17, 2025	BUY	$35.45 - $40.33 $195,648 - $222,581	5,519 Added 32.53%	22,483 $806,000
Q3 2024 Oct 15, 2024	BUY	$32.65 - $36.69 $65,300 - $73,380	2,000 Added 13.37%	16,964 $617,000

Q2 2024 Jul 18, 2024	BUY	$32.33 - $34.91 $108,014 - $116,634	3,341 Added 28.74%	14,964 $499,000
Q1 2024 May 20, 2024	BUY	$31.21 - $34.82 $362,753 - $404,712	11,623 New	11,623 $404,000

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

191M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Independent Wealth Network Inc. First Tr ETF Vi Smid Cap Risin Transaction History