Legacy Capital Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 16,421 shares of SDVY stock, worth $581,303. This represents 0.1% of its overall portfolio holdings.

Number of Shares
16,421
Previous 14,427 13.82%
Holding current value
$581,303
Previous $481,000 24.12%
% of portfolio
0.1%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$32.65 - $36.69 $65,104 - $73,159
1,994 Added 13.82%
16,421 $597,000
Q2 2024

Aug 01, 2024
BUY
$32.33 - $34.91 $466,424 - $503,646
14,427 New
14,427 $481,000

Others Institutions Holding SDVY

# of Institutions
407
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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