A detailed history of Strategic Wealth Advisors Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 60,737 shares of SDVY stock, worth $2.01 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
60,737
Previous 133,771 54.6%
Holding current value
$2.01 Million
Previous $3.28 Million 57.2%
% of portfolio
0.06%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$23.34 - $27.75 $1.7 Million - $2.03 Million
-73,034 Reduced 54.6%
60,737 $1.41 Million
Q2 2022

Aug 12, 2022

BUY
$23.62 - $28.23 $2.42 Million - $2.89 Million
102,352 Added 325.76%
133,771 $3.28 Million
Q1 2022

May 10, 2022

BUY
$27.17 - $30.89 $853,654 - $970,532
31,419 New
31,419 $874,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, 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 Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.