Precedent Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 2025

A detailed history of Precedent Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 244,732 shares of SDVY stock, worth $9.18 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
244,732
Previous 214,049 14.33%
Holding current value
$9.18 Million
Previous $7.55 Billion 23.21%
% of portfolio
2.05%
Previous 1.85%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$35.42 - $38.65 $1.09 Million - $1.19 Million
30,683 Added 14.33%
244,732 $9.3 Billion
Q2 2025

Jul 21, 2025
BUY
$29.52 - $35.31 $407,169 - $487,030
13,793 Added 6.89%
214,049 $7.55 Billion
Q1 2025

Apr 17, 2025
BUY
$32.49 - $37.99 $2.65 Million - $3.1 Million
81,632 Added 68.82%
200,256 $6.71 Billion
Q4 2024

Jan 21, 2025
BUY
$35.45 - $40.33 $4.21 Million - $4.78 Million
118,624 New
118,624 $4.25 Billion

Others Institutions Holding SDVY

# of Institutions
499
Shares Held
186M
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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