Simplicity Wealth,Llc First Tr ETF Vi Smid Cap Risin Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Simplicity Wealth,Llc holds 93,263 shares of SDVY stock, worth $3.5 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
93,263
Previous 86,186 8.21%
Holding current value
$3.5 Million
Previous $2.88 Million 14.36%
% of portfolio
0.15%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$29.52 - $35.31 $208,913 - $249,888
7,077 Added 8.21%
93,263 $3.29 Million
Q1 2025

Apr 14, 2025
BUY
$32.49 - $37.99 $213,979 - $250,202
6,586 Added 8.27%
86,186 $2.88 Million
Q4 2024

Feb 07, 2025
BUY
$35.45 - $40.33 $2.82 Million - $3.21 Million
79,600 New
79,600 $2.85 Million

Others Institutions Holding SDVY

# of Institutions
496
Shares Held
186M
Call Options Held
0
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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