Northwest Financial Advisors First Tr ETF Vi Smid Cap Risin Transaction History

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024

A detailed history of Northwest Financial Advisors transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Northwest Financial Advisors holds 5,860 shares of SDVY stock, worth $225,727. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,860
Previous 4,442 31.92%
Holding current value
$225,727
Previous $155 Million 26.47%
% of portfolio
0.14%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$32.33 - $34.91 $45,843 - $49,502
1,418 Added 31.92%
5,860 $196 Million
Q1 2024

May 09, 2024
BUY
$31.21 - $34.82 $138,634 - $154,670
4,442 New
4,442 $155 Million

Others Institutions Holding SDVY

# of Institutions
378
Shares Held
117M
Call Options Held
0
Put Options Held
1.1K
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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