Prosperity Wealth Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Prosperity Wealth Management, Inc.

  • $270 Billion
  • Q2 2025

A detailed history of Prosperity Wealth Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 8,196 shares of SDVY stock, worth $307,350. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,196
Previous 8,797 6.83%
Holding current value
$307,350
Previous $295 Million 1.88%
% of portfolio
0.11%
Previous 0.14%

Shares

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

Aug 05, 2025
SELL
$29.52 - $35.31 $17,741 - $21,221
-601 Reduced 6.83%
8,196 $289 Million
Q1 2025

Apr 18, 2025
SELL
$32.49 - $37.99 $46,330 - $54,173
-1,426 Reduced 13.95%
8,797 $295 Million
Q4 2024

Feb 07, 2025
SELL
$35.45 - $40.33 $1,559 - $1,774
-44 Reduced 0.43%
10,223 $366 Million
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.69 $45,350 - $50,962
1,389 Added 15.65%
10,267 $374 Million
Q2 2024

Aug 13, 2024
BUY
$32.33 - $34.91 $90,297 - $97,503
2,793 Added 45.9%
8,878 $296 Million
Q1 2024

May 15, 2024
BUY
$31.21 - $34.82 $189,912 - $211,879
6,085 New
6,085 $212 Million

Others Institutions Holding SDVY

# of Institutions
496
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
Track This Portfolio

Track Prosperity Wealth Management, Inc. Portfolio

Follow Prosperity Wealth Management, Inc. 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 Prosperity Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email