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

Laidlaw Wealth Management LLC

$32.8 Million
Q2 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 23,603 shares of SDVY stock, worth $897,386. This represents 2.54% of its overall portfolio holdings.

Number of Shares

23,603

Previous 26,576 11.19%

Holding current value

$897,386

Previous $890,000 6.52%

% of portfolio

2.54%

Previous 2.77%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

494

Shares Held

186M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

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