Sanchez Wealth Management Group First Tr ETF Vi Smid Cap Risin Transaction History

Sanchez Wealth Management Group

  • $309 Million
  • Q3 2024

A detailed history of Sanchez Wealth Management Group transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sanchez Wealth Management Group holds 351,750 shares of SDVY stock, worth $12.5 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares
351,750
Previous 383,942 8.38%
Holding current value
$12.5 Million
Previous $12.8 Million 0.15%
% of portfolio
4.14%
Previous 4.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$32.65 - $36.69 $1.05 Million - $1.18 Million
-32,192 Reduced 8.38%
351,750 $12.8 Million
Q2 2024

Jul 17, 2024
BUY
$32.33 - $34.91 $282,725 - $305,287
8,745 Added 2.33%
383,942 $12.8 Million
Q1 2024

May 07, 2024
SELL
$31.21 - $34.82 $502,605 - $560,741
-16,104 Reduced 4.12%
375,197 $13.1 Million
Q4 2023

Jan 16, 2024
BUY
$26.48 - $33.23 $10.4 Million - $13 Million
391,301 New
391,301 $12.8 Million

Others Institutions Holding SDVY

# of Institutions
404
Shares Held
133M
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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