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

Orba Wealth Advisors, L.L.C.

$198 Billion
Q1 2025

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 $346,357. This represents 0.17% of its overall portfolio holdings.

Number of Shares

9,970

Previous 9,970 -0.0%

Holding current value

$346,357

Previous $357 Million 6.56%

% of portfolio

0.17%

Previous 0.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

502

Shares Held

187M

Call Options Held

10.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orba Wealth Advisors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Orba Wealth Advisors, L.L.C. with notifications on news.

Account

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