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

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 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 13,176 shares of SDVY stock, worth $466,430. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,176
Previous 11,684 12.77%
Holding current value
$466,430
Previous $390,000 22.82%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
407
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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