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

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 12,778 shares of SDVY stock, worth $429,340. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,778
Previous 13,176 3.02%
Holding current value
$429,340
Previous $479,000 4.38%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 14, 2025
SELL
$35.45 - $40.33 $14,109 - $16,051
-398 Reduced 3.02%
12,778 $458,000
Q3 2024

Oct 16, 2024
BUY
$32.65 - $36.69 $48,713 - $54,741
1,492 Added 12.77%
13,176 $479,000
Q2 2024

Jul 19, 2024
BUY
$32.33 - $34.91 $18,589 - $20,073
575 Added 5.18%
11,684 $390,000
Q1 2024

Apr 18, 2024
BUY
$31.21 - $34.82 $346,711 - $386,815
11,109 New
11,109 $386,000
Q2 2022

Aug 09, 2022
BUY
$23.62 - $28.23 $47,240 - $56,460
2,000 New
2,000 $48,000

Others Institutions Holding SDVY

# of Institutions
511
Shares Held
174M
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 Sea Crest Wealth Management, LLC Portfolio

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

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email