Kingsview Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 70,380 shares of SDVY stock, worth $2.52 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

70,380

Previous 66,619 5.65%

Holding current value

$2.52 Million

Previous $2.22 Million 15.16%

% of portfolio

0.06%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$32.65 - $36.69 $122,796 - $137,991	3,761 Added 5.65%	70,380 $2.56 Million
Q2 2024 Aug 14, 2024	BUY	$32.33 - $34.91 $158,190 - $170,814	4,893 Added 7.93%	66,619 $2.22 Million
Q1 2024 May 09, 2024	BUY	$31.21 - $34.82 $16,666 - $18,593	534 Added 0.87%	61,726 $2.15 Million
Q4 2023 Feb 08, 2024	BUY	$26.48 - $33.23 $337,090 - $423,017	12,730 Added 26.27%	61,192 $2.01 Million
Q3 2023 Nov 07, 2023	BUY	$27.7 - $30.38 $159,912 - $175,383	5,773 Added 13.52%	48,462 $1.37 Million
Q2 2023 Aug 10, 2023	SELL	$24.91 - $28.31 $2,765 - $3,142	-111 Reduced 0.26%	42,689 $1.21 Million
Q1 2023 May 15, 2023	BUY	$25.54 - $29.71 $114,368 - $133,041	4,478 Added 11.69%	42,800 $1.14 Million
Q4 2022 Feb 13, 2023	BUY	$23.78 - $27.72 $45,110 - $52,584	1,897 Added 5.21%	38,322 $998,000
Q3 2022 Nov 14, 2022	SELL	$23.0 - $27.75 $110,906 - $133,810	-4,822 Reduced 11.69%	36,425 $842,000
Q2 2022 Aug 16, 2022	BUY	$23.62 - $28.23 $442,190 - $528,493	18,721 Added 83.11%	41,247 $985,000
Q1 2022 Feb 08, 2024	SELL	$27.17 - $30.89 $625,806 - $711,489	-23,033 Reduced 37.64%	38,159 $1.06 Million
Q4 2021 Feb 17, 2022	BUY	$28.58 - $30.81 $643,793 - $694,026	22,526 New	22,526 $683,000

Others Institutions Holding SDVY

# of Institutions

404

Shares Held

133M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History