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

Kingsview Wealth Management, LLC

  • $3.97 Billion
  • Q2 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 66,619 shares of SDVY stock, worth $2.4 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
66,619
Previous 61,726 7.93%
Holding current value
$2.4 Million
Previous $2.15 Million 3.44%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
341
Shares Held
110M
Call Options Held
0
Put Options Held
1.1K
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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