Lifestyle Asset Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Lifestyle Asset Management, Inc.

  • $214 Billion
  • Q2 2025

A detailed history of Lifestyle Asset Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 324,002 shares of SDVY stock, worth $12.3 Million. This represents 5.34% of its overall portfolio holdings.

Number of Shares
324,002
Previous 279,315 16.0%
Holding current value
$12.3 Million
Previous $9.36 Billion 22.16%
% of portfolio
5.34%
Previous 5.14%

Shares

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

Jul 09, 2025
BUY
$29.52 - $35.31 $1.32 Million - $1.58 Million
44,687 Added 16.0%
324,002 $11.4 Billion
Q1 2025

Apr 10, 2025
BUY
$32.49 - $37.99 $4.25 Million - $4.97 Million
130,741 Added 88.0%
279,315 $9.36 Billion
Q4 2024

Jan 17, 2025
BUY
$35.45 - $40.33 $5.27 Million - $5.99 Million
148,574 New
148,574 $5.33 Billion

Others Institutions Holding SDVY

# of Institutions
494
Shares Held
186M
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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