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

Meridian Wealth Management, LLC

  • $2.07 Billion
  • Q4 2024

A detailed history of Meridian Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 69,889 shares of SDVY stock, worth $2.35 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
69,889
Previous 39,336 77.67%
Holding current value
$2.35 Million
Previous $1.43 Million 75.05%
% of portfolio
0.12%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$35.45 - $40.33 $1.08 Million - $1.23 Million
30,553 Added 77.67%
69,889 $2.51 Million
Q3 2024

Nov 12, 2024
BUY
$32.65 - $36.69 $753,366 - $846,585
23,074 Added 141.89%
39,336 $1.43 Million
Q2 2024

Aug 08, 2024
BUY
$32.33 - $34.91 $525,750 - $567,706
16,262 New
16,262 $542,000

Others Institutions Holding SDVY

# of Institutions
511
Shares Held
174M
Call Options Held
4K
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
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email