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 $2.47 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

65,265

Previous 73,470 11.17%

Holding current value

$2.47 Million

Previous $2.67 Billion 12.46%

% of portfolio

0.48%

Previous 0.51%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

426

Shares Held

136M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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