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

Minich Mac Gregor Wealth Management, LLC

  • $439 Million
  • Q2 2025

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 5,910 shares of SDVY stock, worth $224,698. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,910
Previous 16,704 64.62%
Holding current value
$224,698
Previous $559,000 62.79%
% of portfolio
0.05%
Previous 0.13%

Shares

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

Jul 16, 2025
SELL
$29.52 - $35.31 $318,638 - $381,136
-10,794 Reduced 64.62%
5,910 $208,000
Q1 2025

Apr 22, 2025
SELL
$32.49 - $37.99 $649,150 - $759,040
-19,980 Reduced 54.47%
16,704 $559,000
Q4 2024

Jan 17, 2025
SELL
$35.45 - $40.33 $155,129 - $176,484
-4,376 Reduced 10.66%
36,684 $1.32 Million
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
494
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
Track This Portfolio

Track Minich Mac Gregor Wealth Management, LLC Portfolio

Follow Minich Mac Gregor 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 Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email