Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 21,011 shares of SDVY stock, worth $795,266. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,011

Previous 20,787 1.08%

Holding current value

$795,266

Previous $756,000 0.4%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$35.45 - $40.33 $7,940 - $9,033	224 Added 1.08%	21,011 $753,000
Q3 2024 Nov 08, 2024	SELL	$32.65 - $36.69 $149,112 - $167,563	-4,567 Reduced 18.01%	20,787 $756,000
Q2 2024 Aug 13, 2024	BUY	$32.33 - $34.91 $4,105 - $4,433	127 Added 0.5%	25,354 $846,000
Q1 2024 Apr 30, 2024	BUY	$31.21 - $34.82 $238,725 - $266,338	7,649 Added 43.51%	25,227 $878,000
Q3 2023 Oct 17, 2023	BUY	$27.7 - $30.38 $1,412 - $1,549	51 Added 0.29%	17,578 $496,000
Q2 2023 Jul 19, 2023	SELL	$24.91 - $28.31 $5,754 - $6,539	-231 Reduced 1.3%	17,527 $496,000
Q1 2023 May 10, 2023	BUY	$25.54 - $29.71 $3,371 - $3,921	132 Added 0.75%	17,758 $473,000
Q4 2022 Feb 14, 2023	BUY	$23.78 - $27.72 $23,780 - $27,720	1,000 Added 6.01%	17,626 $459,000
Q3 2022 Oct 26, 2022	BUY	$23.0 - $27.75 $13,340 - $16,095	580 Added 3.61%	16,626 $384,000
Q2 2022 Aug 10, 2022	BUY	$23.62 - $28.23 $3,188 - $3,811	135 Added 0.85%	16,046 $383,000
Q1 2022 May 13, 2022	BUY	$27.17 - $30.89 $28,827 - $32,774	1,061 Added 7.14%	15,911 $443,000
Q4 2021 Feb 14, 2022	BUY	$28.58 - $30.81 $252,932 - $272,668	8,850 Added 147.5%	14,850 $450,000
Q3 2021 Nov 02, 2021	BUY	$27.62 - $30.12 $165,720 - $180,720	6,000 New	6,000 $169,000

Others Institutions Holding SDVY

# of Institutions

420

Shares Held

136M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History