Lighthouse Wealth Management Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Lighthouse Wealth Management Inc.

  • $116 Billion
  • Q2 2025

A detailed history of Lighthouse Wealth Management Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Lighthouse Wealth Management Inc. holds 24,769 shares of SDVY stock, worth $945,185. This represents 0.76% of its overall portfolio holdings.

Number of Shares
24,769
Previous 26,124 5.19%
Holding current value
$945,185
Previous $875 Million 0.15%
% of portfolio
0.76%
Previous 0.8%

Shares

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

Jul 14, 2025
SELL
$29.52 - $35.31 $39,999 - $47,845
-1,355 Reduced 5.19%
24,769 $874 Million
Q1 2025

Apr 22, 2025
BUY
$32.49 - $37.99 $12,931 - $15,120
398 Added 1.55%
26,124 $875 Million
Q4 2024

Jan 22, 2025
BUY
$35.45 - $40.33 $911,986 - $1.04 Million
25,726 New
25,726 $922 Million

Others Institutions Holding SDVY

# of Institutions
495
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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