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

Minich Mac Gregor Wealth Management, LLC

  • $392 Million
  • Q2 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 42,327 shares of SDVY stock, worth $1.52 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
42,327
Previous 42,336 0.02%
Holding current value
$1.52 Million
Previous $1.47 Million 4.21%
% of portfolio
0.36%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
341
Shares Held
110M
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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