A detailed history of Pitti Group Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Pitti Group Wealth Management, LLC holds 7,905 shares of SDVY stock, worth $275,252. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,905
Previous 8,430 6.23%
Holding current value
$275,252
Previous $293,000 10.24%
% of portfolio
0.28%
Previous 0.34%

Shares

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

Aug 09, 2024

SELL
$32.33 - $34.91 $16,973 - $18,327
-525 Reduced 6.23%
7,905 $263,000
Q1 2024

Apr 24, 2024

BUY
$31.21 - $34.82 $16,385 - $18,280
525 Added 6.64%
8,430 $293,000
Q4 2023

Feb 05, 2024

BUY
$26.48 - $33.23 $2,727 - $3,422
103 Added 1.32%
7,905 $259,000
Q3 2023

Nov 01, 2023

BUY
$27.7 - $30.38 $2,520 - $2,764
91 Added 1.18%
7,802 $220,000
Q2 2023

Aug 01, 2023

BUY
$24.91 - $28.31 $4,135 - $4,699
166 Added 2.2%
7,711 $218,000
Q1 2023

May 02, 2023

BUY
$25.54 - $29.71 $192,699 - $224,161
7,545 New
7,545 $201,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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