Minich Mac Gregor Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $444 Million
  • Q3 2024

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 41,060 shares of SDVY stock, worth $1.48 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
41,060
Previous 42,327 2.99%
Holding current value
$1.48 Million
Previous $1.41 Million 5.74%
% of portfolio
0.34%
Previous 0.36%

Shares

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

Oct 30, 2024
SELL
$32.65 - $36.69 $41,367 - $46,486
-1,267 Reduced 2.99%
41,060 $1.49 Million
Q2 2024

Jul 25, 2024
SELL
$32.33 - $34.91 $290 - $314
-9 Reduced 0.02%
42,327 $1.41 Million
Q1 2024

Apr 16, 2024
BUY
$31.21 - $34.82 $172,747 - $192,728
5,535 Added 15.04%
42,336 $1.47 Million
Q4 2023

Feb 08, 2024
SELL
$26.48 - $33.23 $33,258 - $41,736
-1,256 Reduced 3.3%
36,801 $1.21 Million
Q3 2023

Oct 16, 2023
BUY
$27.7 - $30.38 $1.05 Million - $1.16 Million
38,057 New
38,057 $1.07 Million

Others Institutions Holding SDVY

# of Institutions
372
Shares Held
116M
Call Options Held
0
Put Options Held
1.1K
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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