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

Pitti Group Wealth Management, LLC

$81 Million
Q4 2024

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 13,510 shares of SDVY stock, worth $496,357. This represents 0.6% of its overall portfolio holdings.

Number of Shares

13,510

Previous 7,905 70.9%

Holding current value

$496,357

Previous $287,000 68.64%

% of portfolio

0.6%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

469

Shares Held

159M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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