Spectrum Wealth Advisory Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Spectrum Wealth Advisory Group, LLC

  • $215 Million
  • Q2 2025

A detailed history of Spectrum Wealth Advisory Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 101,952 shares of SDVY stock, worth $3.86 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
101,952
Previous 119,924 14.99%
Holding current value
$3.86 Million
Previous $4.02 Million 10.48%
% of portfolio
1.67%
Previous 1.93%

Shares

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

Aug 12, 2025
SELL
$29.52 - $35.31 $530,533 - $634,591
-17,972 Reduced 14.99%
101,952 $3.6 Million
Q1 2025

May 15, 2025
BUY
$32.49 - $37.99 $3.08 Million - $3.6 Million
94,664 Added 374.76%
119,924 $4.02 Million
Q4 2024

Jan 30, 2025
BUY
$35.45 - $40.33 $895,467 - $1.02 Million
25,260 New
25,260 $905,000

Others Institutions Holding SDVY

# of Institutions
493
Shares Held
185M
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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