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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Modern Wealth Management, LLC holds 20,231 shares of SDVY stock, worth $758,662. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,231
Previous 16,651 21.5%
Holding current value
$758,662
Previous $557,000 28.01%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2025
BUY
$29.52 - $35.31 $105,681 - $126,409
3,580 Added 21.5%
20,231 $713,000
Q1 2025

May 15, 2025
BUY
$32.49 - $37.99 $24,335 - $28,454
749 Added 4.71%
16,651 $558 Million
Q4 2024

May 30, 2025
SELL
$35.45 - $40.33 $59,520 - $67,714
-1,679 Reduced 10.08%
14,972 $536,000
Q4 2024

May 29, 2025
SELL
$35.45 - $40.33 $59,520 - $67,714
-1,679 Reduced 10.08%
14,972 $536,000
Q4 2024

Feb 11, 2025
BUY
$35.45 - $40.33 $563,725 - $641,327
15,902 New
15,902 $587 Million

Others Institutions Holding SDVY

# of Institutions
497
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
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