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

Trueblood Wealth Management, LLC

  • $203 Billion
  • Q4 2024

A detailed history of Trueblood Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 81,514 shares of SDVY stock, worth $2.91 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
81,514
Previous 73,680 10.63%
Holding current value
$2.91 Million
Previous $2.68 Billion 9.02%
% of portfolio
1.44%
Previous 1.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$35.45 - $40.33 $277,715 - $315,945
7,834 Added 10.63%
81,514 $2.92 Billion
Q3 2024

Oct 23, 2024
BUY
$32.65 - $36.69 $374,038 - $420,320
11,456 Added 18.41%
73,680 $2.68 Billion
Q2 2024

Aug 07, 2024
BUY
$32.33 - $34.91 $75,522 - $81,549
2,336 Added 3.9%
62,224 $2.08 Billion
Q1 2024

Apr 26, 2024
BUY
$31.21 - $34.82 $124,621 - $139,036
3,993 Added 7.14%
59,888 $2.09 Billion
Q4 2023

Jan 18, 2024
BUY
$26.48 - $33.23 $1.48 Million - $1.86 Million
55,895 New
55,895 $1.83 Billion

Others Institutions Holding SDVY

# of Institutions
505
Shares Held
173M
Call Options Held
4K
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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