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 $356,028. This represents 0.19% of its overall portfolio holdings.

Number of Shares

9,970

Previous 13,970 28.63%

Holding current value

$356,028

Previous $508 Million 29.67%

% of portfolio

0.19%

Previous 0.26%

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

505

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