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

Quantum Private Wealth, LLC

  • $322 Million
  • Q3 2025

A detailed history of Quantum Private Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Quantum Private Wealth, LLC holds 5,963 shares of SDVY stock, worth $223,552. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,963
Previous 8,806 32.28%
Holding current value
$223,552
Previous $310,000 27.1%
% of portfolio
0.07%
Previous 0.11%

Shares

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

Nov 10, 2025
SELL
$35.42 - $38.65 $100,699 - $109,881
-2,843 Reduced 32.28%
5,963 $226,000
Q2 2025

Aug 12, 2025
SELL
$29.52 - $35.31 $29,136 - $34,850
-987 Reduced 10.08%
8,806 $310,000
Q1 2025

May 13, 2025
SELL
$32.49 - $37.99 $21,280 - $24,883
-655 Reduced 6.27%
9,793 $328,000
Q4 2024

Jan 30, 2025
SELL
$35.45 - $40.33 $45,269 - $51,501
-1,277 Reduced 10.89%
10,448 $374,000
Q3 2024

Oct 31, 2024
SELL
$32.65 - $36.69 $74,899 - $84,166
-2,294 Reduced 16.36%
11,725 $426,000
Q2 2024

Jul 17, 2024
SELL
$32.33 - $34.91 $23,277 - $25,135
-720 Reduced 4.88%
14,019 $467,000
Q1 2024

May 07, 2024
BUY
$31.21 - $34.82 $138,041 - $154,008
4,423 Added 42.88%
14,739 $513,000
Q4 2023

Jan 30, 2024
BUY
$26.48 - $33.23 $6,461 - $8,108
244 Added 2.42%
10,316 $338,000
Q3 2023

Nov 02, 2023
SELL
$27.7 - $30.38 $28,004 - $30,714
-1,011 Reduced 9.12%
10,072 $284,000
Q2 2023

Jul 27, 2023
SELL
$24.91 - $28.31 $80,060 - $90,988
-3,214 Reduced 22.48%
11,083 $313,000
Q1 2023

Apr 19, 2023
SELL
$25.54 - $29.71 $84,103 - $97,835
-3,293 Reduced 18.72%
14,297 $381,000
Q4 2022

Jan 20, 2023
BUY
$23.78 - $27.72 $35,693 - $41,607
1,501 Added 9.33%
17,590 $0
Q3 2022

Nov 01, 2022
BUY
$23.0 - $27.75 $13,800 - $16,650
600 Added 3.87%
16,089 $372,000
Q2 2022

Aug 17, 2022
BUY
$23.62 - $28.23 $9,400 - $11,235
398 Added 2.64%
15,489 $369,000
Q1 2022

May 27, 2022
BUY
$27.17 - $30.89 $49,177 - $55,910
1,810 Added 13.63%
15,091 $420,000
Q4 2021

May 26, 2022
BUY
$28.58 - $30.81 $379,570 - $409,187
13,281 New
13,281 $402,000

Others Institutions Holding SDVY

# of Institutions
513
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
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