Summit Financial, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Summit Financial, LLC holds 526,182 shares of SDVY stock, worth $19.7 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
526,182
Holding current value
$19.7 Million
% of portfolio
0.33%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$35.42 - $38.65 $18.6 Million - $20.3 Million
526,182 New
526,182 $20 Million

Others Institutions Holding SDVY

# of Institutions
513
Shares Held
191M
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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