Tcfg Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Tcfg Wealth Management, LLC

  • $221 Billion
  • Q2 2025

A detailed history of Tcfg Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 18,016 shares of SDVY stock, worth $681,725. This represents 0.29% of its overall portfolio holdings.

Number of Shares
18,016
Previous 18,781 4.07%
Holding current value
$681,725
Previous $629 Million 1.02%
% of portfolio
0.29%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$29.52 - $35.31 $22,582 - $27,012
-765 Reduced 4.07%
18,016 $636 Million
Q1 2025

Apr 16, 2025
SELL
$32.49 - $37.99 $15,400 - $18,007
-474 Reduced 2.46%
18,781 $629 Million
Q4 2024

Jan 30, 2025
BUY
$35.45 - $40.33 $992 - $1,129
28 Added 0.15%
19,255 $690 Million
Q3 2024

Oct 15, 2024
BUY
$32.65 - $36.69 $627,761 - $705,438
19,227 New
19,227 $699 Million

Others Institutions Holding SDVY

# of Institutions
493
Shares Held
185M
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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