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

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 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 281,549 shares of SDVY stock, worth $10.6 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
281,549
Previous 260,865 7.93%
Holding current value
$10.6 Million
Previous $9.2 Billion 99.88%
% of portfolio
1.34%
Previous 1.22%

Shares

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

Nov 03, 2025
BUY
$35.42 - $38.65 $732,627 - $799,436
20,684 Added 7.93%
281,549 $10.7 Million
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
515
Shares Held
191M
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
Track This Portfolio

Track Private Wealth Asset Management, LLC Portfolio

Follow Private Wealth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email