Integrated Wealth Concepts LLC First Tr ETF Vi Smid Cap Risin Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 558,525 shares of SDVY stock, worth $20.5 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
558,525
Previous 553,136 0.97%
Holding current value
$20.5 Million
Previous $18.5 Million 10.05%
% of portfolio
0.26%
Previous 0.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.69 $175,950 - $197,722
5,389 Added 0.97%
558,525 $20.3 Million
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $7.41 Million - $8 Million
229,269 Added 70.79%
553,136 $18.5 Million
Q1 2024

May 15, 2024
BUY
$31.21 - $34.82 $2.95 Million - $3.29 Million
94,555 Added 41.23%
323,867 $11.3 Million
Q4 2023

Feb 13, 2024
BUY
$26.48 - $33.23 $1.23 Million - $1.55 Million
46,591 Added 25.5%
229,312 $7.51 Million
Q3 2023

Nov 15, 2023
BUY
$27.7 - $30.38 $1.16 Million - $1.27 Million
41,860 Added 29.72%
182,721 $5.16 Million
Q2 2023

Aug 15, 2023
BUY
$24.91 - $28.31 $525,451 - $597,171
21,094 Added 17.61%
140,861 $3.99 Million
Q1 2023

May 03, 2023
BUY
$25.54 - $29.71 $1.26 Million - $1.46 Million
49,229 Added 69.79%
119,767 $3.19 Million
Q4 2022

Feb 13, 2023
BUY
$23.78 - $27.72 $278,083 - $324,157
11,694 Added 19.87%
70,538 $1.84 Million
Q3 2022

Nov 14, 2022
SELL
$23.0 - $27.75 $809,508 - $976,689
-35,196 Reduced 37.43%
58,844 $1.36 Million
Q2 2022

Aug 08, 2022
BUY
$23.62 - $28.23 $214,918 - $256,864
9,099 Added 10.71%
94,040 $2.25 Million
Q1 2022

May 12, 2022
BUY
$27.17 - $30.89 $2.31 Million - $2.62 Million
84,941 New
84,941 $2.37 Million

Others Institutions Holding SDVY

# of Institutions
457
Shares Held
153M
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
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email