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

Minich Mac Gregor Wealth Management, LLC

$457 Million
Q4 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 36,684 shares of SDVY stock, worth $1.37 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

36,684

Previous 41,060 10.66%

Holding current value

$1.37 Million

Previous $1.49 Million 11.92%

% of portfolio

0.29%

Previous 0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

443

Shares Held

139M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

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.

Account

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