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

Independent Wealth Network Inc.

  • $257 Million
  • Q2 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 19,850 shares of SDVY stock, worth $754,697. This represents 0.27% of its overall portfolio holdings.

Number of Shares
19,850
Previous 20,417 2.78%
Holding current value
$754,697
Previous $683,000 2.49%
% of portfolio
0.27%
Previous 0.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
494
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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