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 $3.06 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

81,514

Previous 73,680 10.63%

Holding current value

$3.06 Million

Previous $2.68 Billion 9.02%

% of portfolio

1.44%

Previous 1.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

416

Shares Held

135M

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