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

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024

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 42,980 shares of SDVY stock, worth $1.54 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
42,980
Previous 41,920 2.53%
Holding current value
$1.54 Million
Previous $1.4 Million 11.72%
% of portfolio
0.83%
Previous 0.81%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
404
Shares Held
133M
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
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