Kestra Private Wealth Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 323,605 shares of SDVY stock, worth $11 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
323,605
Previous 410,378 21.14%
Holding current value
$11 Million
Previous $14.9 Million 22.29%
% of portfolio
0.2%
Previous 0.28%

Shares

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

Jan 28, 2025
SELL
$35.45 - $40.33 $3.08 Million - $3.5 Million
-86,773 Reduced 21.14%
323,605 $11.6 Million
Q3 2024

Nov 13, 2024
SELL
$32.65 - $36.69 $2.67 Million - $3 Million
-81,771 Reduced 16.62%
410,378 $14.9 Million
Q2 2024

Aug 12, 2024
SELL
$32.33 - $34.91 $196,437 - $212,113
-6,076 Reduced 1.22%
492,149 $16.4 Million
Q1 2024

May 02, 2024
BUY
$31.21 - $34.82 $7.74 Million - $8.64 Million
248,150 Added 99.23%
498,225 $17.3 Million
Q4 2023

Feb 05, 2024
SELL
$26.48 - $33.23 $1.04 Million - $1.3 Million
-39,229 Reduced 13.56%
250,075 $8.19 Million
Q3 2023

Nov 07, 2023
BUY
$27.7 - $30.38 $642,640 - $704,816
23,200 Added 8.72%
289,304 $8.17 Million
Q2 2023

Aug 08, 2023
SELL
$24.91 - $28.31 $21,895 - $24,884
-879 Reduced 0.33%
266,104 $7.53 Million
Q1 2023

May 12, 2023
BUY
$25.54 - $29.71 $994,859 - $1.16 Million
38,953 Added 17.08%
266,983 $7.12 Million
Q4 2022

Jan 31, 2023
BUY
$23.78 - $27.72 $1.42 Million - $1.65 Million
59,548 Added 35.34%
228,030 $5.94 Million
Q3 2022

Nov 14, 2022
BUY
$23.0 - $27.75 $15,203 - $18,342
661 Added 0.39%
168,482 $3.9 Million
Q2 2022

Aug 12, 2022
BUY
$23.62 - $28.23 $183,338 - $219,121
7,762 Added 4.85%
167,821 $4.01 Million
Q1 2022

May 26, 2022
BUY
$27.17 - $30.89 $3.91 Million - $4.45 Million
143,949 Added 893.54%
160,059 $4.46 Million
Q4 2021

Jan 21, 2022
BUY
$28.58 - $30.81 $460,423 - $496,349
16,110 New
16,110 $488,000

Others Institutions Holding SDVY

# of Institutions
510
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
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email