Le Clair Wealth Partners LLC First Tr ETF Vi Smid Cap Risin Transaction History

Le Clair Wealth Partners LLC

  • $147 Billion
  • Q2 2025

A detailed history of Le Clair Wealth Partners LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Le Clair Wealth Partners LLC holds 127,274 shares of SDVY stock, worth $4.79 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares
127,274
Previous 140,606 9.48%
Holding current value
$4.79 Million
Previous $4.71 Billion 4.67%
% of portfolio
3.05%
Previous 3.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$29.52 - $35.31 $393,560 - $470,752
-13,332 Reduced 9.48%
127,274 $4.49 Billion
Q1 2025

May 14, 2025
BUY
$32.49 - $37.99 $228,307 - $266,955
7,027 Added 5.26%
140,606 $4.71 Billion
Q4 2024

Feb 14, 2025
BUY
$35.45 - $40.33 $4.74 Million - $5.39 Million
133,579 New
133,579 $4.79 Billion

Others Institutions Holding SDVY

# of Institutions
493
Shares Held
185M
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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