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

Maridea Wealth Management LLC

  • $384 Billion
  • Q2 2025

A detailed history of Maridea Wealth Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Maridea Wealth Management LLC holds 14,097 shares of SDVY stock, worth $511,862. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,097
Previous 17,210 18.09%
Holding current value
$511,862
Previous $577 Million 13.74%
% of portfolio
0.13%
Previous 0.19%

Shares

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

Jul 15, 2025
SELL
$29.52 - $35.31 $91,895 - $109,920
-3,113 Reduced 18.09%
14,097 $497 Million
Q1 2025

May 07, 2025
BUY
$32.49 - $37.99 $236,299 - $276,301
7,273 Added 73.19%
17,210 $577 Million
Q4 2024

Feb 12, 2025
BUY
$35.45 - $40.33 $352,266 - $400,759
9,937 New
9,937 $356 Million

Others Institutions Holding SDVY

# of Institutions
493
Shares Held
188M
Call Options Held
10.7K
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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