Pitti Group Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Pitti Group Wealth Management, LLC

  • $92.7 Million
  • Q2 2025

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 14,922 shares of SDVY stock, worth $559,575. This represents 0.57% of its overall portfolio holdings.

Number of Shares
14,922
Previous 14,294 4.39%
Holding current value
$559,575
Previous $477,000 10.27%
% of portfolio
0.57%
Previous 0.62%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$29.52 - $35.31 $18,538 - $22,174
628 Added 4.39%
14,922 $526,000
Q1 2025

Apr 11, 2025
BUY
$32.49 - $37.99 $25,472 - $29,784
784 Added 5.8%
14,294 $477,000
Q4 2024

Feb 10, 2025
BUY
$35.45 - $40.33 $198,697 - $226,049
5,605 Added 70.9%
13,510 $484,000
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

# of Institutions
494
Shares Held
185M
Call Options Held
0
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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