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

Trueblood Wealth Management, LLC

  • $175 Billion
  • Q1 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 59,888 shares of SDVY stock, worth $1.98 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
59,888
Previous 55,895 7.14%
Holding current value
$1.98 Million
Previous $1.83 Billion 13.85%
% of portfolio
1.19%
Previous 1.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
308
Shares Held
90.1M
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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