Private Wealth Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Private Wealth Asset Management, LLC

  • $754 Billion
  • Q2 2025

A detailed history of Private Wealth Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 260,865 shares of SDVY stock, worth $9.92 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
260,865
Previous 181,905 43.41%
Holding current value
$9.92 Million
Previous $6.09 Billion 51.03%
% of portfolio
1.22%
Previous 0.88%

Shares

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

Jul 28, 2025
BUY
$29.52 - $35.31 $2.33 Million - $2.79 Million
78,960 Added 43.41%
260,865 $9.2 Billion
Q1 2025

May 15, 2025
BUY
$32.49 - $37.99 $5.91 Million - $6.91 Million
181,905 New
181,905 $6.09 Billion

Others Institutions Holding SDVY

# of Institutions
494
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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