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

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q4 2024

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 19,255 shares of SDVY stock, worth $719,751. This represents 0.35% of its overall portfolio holdings.

Number of Shares
19,255
Previous 19,227 0.15%
Holding current value
$719,751
Previous $699 Million 1.31%
% of portfolio
0.35%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
443
Shares Held
139M
Call Options Held
6.7K
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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