True Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, True Wealth Advisors, LLC holds 256,728 shares of SDVY stock, worth $9.99 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares
256,728
Previous 298,069 13.87%
Holding current value
$9.99 Million
Previous $9.95 Million 6.13%
% of portfolio
3.44%
Previous 4.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$32.65 - $36.69 $1.35 Million - $1.52 Million
-41,341 Reduced 13.87%
256,728 $9.34 Million
Q2 2024

Jul 24, 2024
BUY
$32.33 - $34.91 $1.83 Million - $1.97 Million
56,515 Added 23.4%
298,069 $9.95 Million
Q1 2024

Apr 23, 2024
SELL
$31.21 - $34.82 $2.35 Million - $2.62 Million
-75,172 Reduced 23.73%
241,554 $8.41 Million
Q4 2023

Feb 08, 2024
BUY
$26.48 - $33.23 $481,035 - $603,656
18,166 Added 6.08%
316,726 $10.4 Million
Q3 2023

Nov 07, 2023
SELL
$27.7 - $30.38 $28,946 - $31,747
-1,045 Reduced 0.35%
298,560 $8.43 Million
Q2 2023

Jul 31, 2023
BUY
$24.91 - $28.31 $177,359 - $201,567
7,120 Added 2.43%
299,605 $8.48 Million
Q1 2023

Apr 19, 2023
BUY
$25.54 - $29.71 $699,131 - $813,281
27,374 Added 10.33%
292,485 $7.79 Million
Q4 2022

Jan 23, 2023
SELL
$23.78 - $27.72 $30,081 - $35,065
-1,265 Reduced 0.47%
265,111 $0
Q3 2022

Oct 21, 2022
BUY
$23.0 - $27.75 $378,166 - $456,265
16,442 Added 6.58%
266,376 $6.16 Million
Q2 2022

Jul 27, 2022
BUY
$23.62 - $28.23 $1.37 Million - $1.64 Million
57,949 Added 30.18%
249,934 $5.97 Million
Q1 2022

May 04, 2022
BUY
$27.17 - $30.89 $5.22 Million - $5.93 Million
191,985 New
191,985 $5.15 Million

Others Institutions Holding SDVY

# of Institutions
403
Shares Held
132M
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 True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, 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 True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email