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

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 65,265 shares of SDVY stock, worth $2.2 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
65,265
Previous 73,470 11.17%
Holding current value
$2.2 Million
Previous $2.67 Billion 12.46%
% of portfolio
0.48%
Previous 0.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$35.45 - $40.33 $290,867 - $330,907
-8,205 Reduced 11.17%
65,265 $2.34 Billion
Q3 2024

Oct 28, 2024
BUY
$32.65 - $36.69 $377,140 - $423,806
11,551 Added 18.66%
73,470 $2.67 Billion
Q2 2024

Sep 11, 2024
BUY
$32.33 - $34.91 $673,078 - $726,791
20,819 Added 50.65%
61,919 $2.07 Billion
Q1 2024

Sep 11, 2024
BUY
$31.21 - $34.82 $696,388 - $776,938
22,313 Added 118.77%
41,100 $1.43 Billion
Q4 2023

Sep 11, 2024
BUY
$26.48 - $33.23 $497,479 - $624,292
18,787 New
18,787 $616 Million

Others Institutions Holding SDVY

# of Institutions
507
Shares Held
173M
Call Options Held
4K
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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