Sfg Wealth Management, Llc. First Tr ETF Vi Smid Cap Risin Transaction History

Sfg Wealth Management, Llc.

  • $194 Million
  • Q1 2025

A detailed history of Sfg Wealth Management, Llc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 20,540 shares of SDVY stock, worth $713,559. This represents 0.35% of its overall portfolio holdings.

Number of Shares
20,540
Previous 20,458 0.4%
Holding current value
$713,559
Previous $733,000 6.14%
% of portfolio
0.35%
Previous 0.4%

Shares

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

Apr 23, 2025
BUY
$32.49 - $37.99 $2,664 - $3,115
82 Added 0.4%
20,540 $688,000
Q4 2024

Jan 16, 2025
SELL
$35.45 - $40.33 $49,381 - $56,179
-1,393 Reduced 6.37%
20,458 $733,000
Q3 2024

Oct 31, 2024
BUY
$32.65 - $36.69 $2,318 - $2,604
71 Added 0.33%
21,851 $794,000
Q2 2024

Jul 19, 2024
BUY
$32.33 - $34.91 $2,651 - $2,862
82 Added 0.38%
21,780 $727,000
Q1 2024

Apr 26, 2024
BUY
$31.21 - $34.82 $51,652 - $57,627
1,655 Added 8.26%
21,698 $755,000
Q4 2023

Jan 19, 2024
BUY
$26.48 - $33.23 $100,067 - $125,576
3,779 Added 23.24%
20,043 $656,000
Q3 2023

Oct 19, 2023
BUY
$27.7 - $30.38 $450,512 - $494,100
16,264 New
16,264 $459,000

Others Institutions Holding SDVY

# of Institutions
502
Shares Held
187M
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
Track This Portfolio

Track Sfg Wealth Management, Llc. Portfolio

Follow Sfg 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 Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email