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

Sage Private Wealth Group, LLC

  • $132 Million
  • Q1 2025

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 584,927 shares of SDVY stock, worth $21.4 Million. This represents 14.84% of its overall portfolio holdings.

Number of Shares
584,927
Previous 573,402 2.01%
Holding current value
$21.4 Million
Previous $20.6 Million 4.68%
% of portfolio
14.84%
Previous 15.44%

Shares

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

May 02, 2025
BUY
$32.49 - $37.99 $374,447 - $437,834
11,525 Added 2.01%
584,927 $19.6 Million
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
500
Shares Held
189M
Call Options Held
10.7K
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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