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

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 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 73,470 shares of SDVY stock, worth $2.83 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
73,470
Previous 61,919 18.66%
Holding current value
$2.83 Million
Previous $2.07 Billion 29.32%
% of portfolio
0.51%
Previous 0.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
381
Shares Held
120M
Call Options Held
0
Put Options Held
1.1K
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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