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

Naviter Wealth, LLC

$814 Million
Q4 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 131,858 shares of SDVY stock, worth $4.88 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

131,858

Previous 133,117 0.95%

Holding current value

$4.88 Million

Previous $4.84 Million 2.38%

% of portfolio

0.58%

Previous 0.68%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$35.45 - $40.33 $44,631 - $50,775	-1,259 Reduced 0.95%	131,858 $4.73 Million
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

501

Shares Held

173M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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