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

Puff Wealth Management, LLC

  • $107 Billion
  • Q1 2025

A detailed history of Puff Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Puff Wealth Management, LLC holds 7,561 shares of SDVY stock, worth $245,808. This represents 0.24% of its overall portfolio holdings.

Number of Shares
7,561
Previous 7,252 4.26%
Holding current value
$245,808
Previous $260 Million 2.56%
% of portfolio
0.24%
Previous 0.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$32.49 - $37.99 $10,039 - $11,738
309 Added 4.26%
7,561 $253 Million
Q4 2024

Jan 30, 2025
BUY
$35.45 - $40.33 $257,083 - $292,473
7,252 New
7,252 $260 Million

Others Institutions Holding SDVY

# of Institutions
502
Shares Held
176M
Call Options Held
4K
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 Puff Wealth Management, LLC Portfolio

Follow Puff Wealth 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 Puff Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Puff Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email