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

Laidlaw Wealth Management LLC

  • $39.5 Million
  • Q3 2025

A detailed history of Laidlaw Wealth Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 22,946 shares of SDVY stock, worth $860,245. This represents 2.21% of its overall portfolio holdings.

Number of Shares
22,946
Previous 23,603 2.78%
Holding current value
$860,245
Previous $832,000 4.81%
% of portfolio
2.21%
Previous 2.54%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$35.42 - $38.65 $23,270 - $25,393
-657 Reduced 2.78%
22,946 $872,000
Q2 2025

Aug 13, 2025
SELL
$29.52 - $35.31 $87,762 - $104,976
-2,973 Reduced 11.19%
23,603 $832,000
Q1 2025

May 15, 2025
SELL
$32.49 - $37.99 $874,273 - $1.02 Million
-26,909 Reduced 50.31%
26,576 $890,000
Q4 2024

Jan 31, 2025
BUY
$35.45 - $40.33 $372,402 - $423,666
10,505 Added 24.44%
53,485 $1.92 Million
Q3 2024

Nov 12, 2024
BUY
$32.65 - $36.69 $34,609 - $38,891
1,060 Added 2.53%
42,980 $1.56 Million
Q2 2024

Aug 01, 2024
BUY
$32.33 - $34.91 $5,819 - $6,283
180 Added 0.43%
41,920 $1.4 Million
Q1 2024

May 15, 2024
BUY
$31.21 - $34.82 $611,029 - $681,705
19,578 Added 88.34%
41,740 $1.45 Million
Q4 2023

Feb 12, 2024
SELL
$26.48 - $33.23 $61,115 - $76,694
-2,308 Reduced 9.43%
22,162 $726,000
Q3 2023

Nov 13, 2023
BUY
$27.7 - $30.38 $677,819 - $743,398
24,470 New
24,470 $690,000

Others Institutions Holding SDVY

# of Institutions
515
Shares Held
191M
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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