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

Tmd Wealth Management, LLC

  • $387 Million
  • Q2 2024

A detailed history of Tmd Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Tmd Wealth Management, LLC holds 327,483 shares of SDVY stock, worth $11.8 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares
327,483
Previous 214,290 52.82%
Holding current value
$11.8 Million
Previous $7.46 Million 46.51%
% of portfolio
2.82%
Previous 2.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$32.33 - $34.91 $3.66 Million - $3.95 Million
113,193 Added 52.82%
327,483 $10.9 Million
Q1 2024

May 14, 2024
BUY
$31.21 - $34.82 $6.69 Million - $7.46 Million
214,290 New
214,290 $7.46 Million

Others Institutions Holding SDVY

# of Institutions
341
Shares Held
110M
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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