Pcg Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Pcg Wealth Advisors, LLC

$271 Million
Q1 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 54,945 shares of SDVY stock, worth $1.89 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

54,945

Previous 52,265 5.13%

Holding current value

$1.89 Million

Previous $1.87 Million 1.76%

% of portfolio

0.68%

Previous 0.73%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$32.49 - $37.99 $87,073 - $101,813	2,680 Added 5.13%	54,945 $1.84 Million
Q4 2024 Jan 21, 2025	BUY	$35.45 - $40.33 $119,395 - $135,831	3,368 Added 6.89%	52,265 $1.87 Million
Q3 2024 Oct 15, 2024	BUY	$32.65 - $36.69 $64,320 - $72,279	1,970 Added 4.2%	48,897 $1.78 Million
Q2 2024 Jul 15, 2024	BUY	$32.33 - $34.91 $129,934 - $140,303	4,019 Added 9.37%	46,927 $1.57 Million
Q1 2024 Apr 19, 2024	SELL	$31.21 - $34.82 $551,418 - $615,199	-17,668 Reduced 29.17%	42,908 $1.49 Million
Q4 2023 Jan 29, 2024	BUY	$26.48 - $33.23 $219,784 - $275,809	8,300 Added 15.88%	60,576 $1.99 Million
Q3 2023 Oct 19, 2023	SELL	$27.7 - $30.38 $8,337 - $9,144	-301 Reduced 0.57%	52,276 $1.48 Million
Q2 2023 Jul 20, 2023	BUY	$24.91 - $28.31 $572 - $651	23 Added 0.04%	52,577 $1.49 Million
Q1 2023 May 08, 2023	SELL	$25.54 - $29.71 $302,470 - $351,855	-11,843 Reduced 18.39%	52,554 $1.4 Million
Q4 2022 Feb 13, 2023	BUY	$23.78 - $27.72 $1.53 Million - $1.79 Million	64,397 New	64,397 $1.68 Million
Q2 2022 Jul 13, 2022	SELL	$23.62 - $28.23 $3.4 Million - $4.06 Million	-143,992 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$27.17 - $30.89 $615,590 - $699,874	22,657 Added 18.67%	143,992 $4.01 Million
Q4 2021 Feb 10, 2022	BUY	$28.58 - $30.81 $3.47 Million - $3.74 Million	121,335 New	121,335 $3.67 Million

Others Institutions Holding SDVY

# of Institutions

503

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 Pcg Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pcg Wealth Advisors, LLC with notifications on news.

Account

Pcg Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History