Spire Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

A detailed history of Spire Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Spire Wealth Management holds 724 shares of SDVY stock, worth $24,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares

724

Previous 76,433 99.05%

Holding current value

$24,167

Previous $2.5 Million 99.0%

% of portfolio

0.0%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$31.21 - $34.82 $2.36 Million - $2.64 Million	-75,709 Reduced 99.05%	724 $25,000
Q4 2023 Feb 06, 2024	BUY	$26.48 - $33.23 $38,899 - $48,814	1,469 Added 1.96%	76,433 $2.5 Million
Q3 2023 Nov 08, 2023	BUY	$27.7 - $30.38 $191,434 - $209,956	6,911 Added 10.16%	74,964 $2.12 Million
Q2 2023 Aug 09, 2023	BUY	$24.91 - $28.31 $201,596 - $229,112	8,093 Added 13.5%	68,053 $1.93 Million
Q1 2023 May 09, 2023	BUY	$25.54 - $29.71 $1.53 Million - $1.78 Million	59,858 Added 58684.31%	59,960 $1.6 Million

Q4 2022 Feb 03, 2023	SELL	$25.42 - $27.72 $847,274 - $923,935	-33,331 Reduced 99.69%	102 $3,000
Q3 2022 Nov 07, 2022	BUY	$23.34 - $27.75 $67,335 - $80,058	2,885 Added 9.44%	33,433 $773,000
Q2 2022 Jul 22, 2022	BUY	$23.62 - $28.23 $716,229 - $856,018	30,323 Added 13476.89%	30,548 $729,000
Q1 2022 Apr 18, 2022	BUY	$27.17 - $30.89 $6,113 - $6,950	225 New	225 $6,000

Others Institutions Holding SDVY

# of Institutions

308

Shares Held

90.1M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Spire Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History