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

Sage Private Wealth Group, LLC

  • $133 Million
  • Q4 2024

A detailed history of Sage Private Wealth Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 573,402 shares of SDVY stock, worth $21.4 Million. This represents 15.44% of its overall portfolio holdings.

Number of Shares
573,402
Previous 575,261 0.32%
Holding current value
$21.4 Million
Previous $20.9 Million 1.77%
% of portfolio
15.44%
Previous 16.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$35.45 - $40.33 $65,901 - $74,973
-1,859 Reduced 0.32%
573,402 $20.6 Million
Q3 2024

Jan 29, 2025
BUY
$32.65 - $36.69 $18.8 Million - $21.1 Million
575,261 New
575,261 $20.9 Million

Others Institutions Holding SDVY

# of Institutions
443
Shares Held
139M
Call Options Held
6.7K
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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