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

Naviter Wealth, LLC

  • $710 Million
  • Q3 2024

A detailed history of Naviter Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Naviter Wealth, LLC holds 133,117 shares of SDVY stock, worth $4.77 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
133,117
Previous 105,865 25.74%
Holding current value
$4.77 Million
Previous $3.53 Million 37.05%
% of portfolio
0.68%
Previous 0.53%

Shares

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

Oct 16, 2024
BUY
$32.65 - $36.69 $889,777 - $999,875
27,252 Added 25.74%
133,117 $4.84 Million
Q2 2024

Aug 01, 2024
BUY
$32.33 - $34.91 $93,433 - $100,889
2,890 Added 2.81%
105,865 $3.53 Million
Q1 2024

Apr 18, 2024
SELL
$31.21 - $34.82 $606,535 - $676,691
-19,434 Reduced 15.88%
102,975 $3.59 Million
Q4 2023

Feb 05, 2024
SELL
$26.48 - $33.23 $129,116 - $162,029
-4,876 Reduced 3.83%
122,409 $4.01 Million
Q3 2023

Nov 14, 2023
BUY
$27.7 - $30.38 $17,811 - $19,534
643 Added 0.51%
127,285 $3.59 Million
Q2 2023

Jul 20, 2023
BUY
$24.91 - $28.31 $3.15 Million - $3.59 Million
126,642 New
126,642 $3.59 Million

Others Institutions Holding SDVY

# of Institutions
404
Shares Held
133M
Call Options Held
6.7K
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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