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

Trueblood Wealth Management, LLC

  • $199 Billion
  • Q3 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 73,680 shares of SDVY stock, worth $2.74 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
73,680
Previous 62,224 18.41%
Holding current value
$2.74 Million
Previous $2.08 Billion 29.05%
% of portfolio
1.35%
Previous 1.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
404
Shares Held
133M
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
Track This Portfolio

Track Trueblood Wealth Management, LLC Portfolio

Follow Trueblood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trueblood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trueblood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email