Orba Wealth Advisors, L.L.C. First Tr ETF Vi Smid Cap Risin Transaction History

Orba Wealth Advisors, L.L.C.

  • $191 Billion
  • Q4 2024

A detailed history of Orba Wealth Advisors, L.L.C. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 9,970 shares of SDVY stock, worth $342,170. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,970
Previous 13,970 28.63%
Holding current value
$342,170
Previous $508 Million 29.67%
% of portfolio
0.19%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$35.45 - $40.33 $141,800 - $161,320
-4,000 Reduced 28.63%
9,970 $357 Million
Q3 2024

Oct 09, 2024
SELL
$32.65 - $36.69 $473,620 - $532,225
-14,506 Reduced 50.94%
13,970 $508 Million
Q2 2024

Jul 16, 2024
BUY
$32.33 - $34.91 $1,778 - $1,920
55 Added 0.19%
28,476 $951 Million
Q1 2024

Apr 30, 2024
SELL
$31.21 - $34.82 $1,248 - $1,392
-40 Reduced 0.14%
28,421 $990 Million
Q4 2023

Feb 12, 2024
BUY
$26.48 - $33.23 $753,647 - $945,759
28,461 New
28,461 $933 Million

Others Institutions Holding SDVY

# of Institutions
511
Shares Held
174M
Call Options Held
4K
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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