A detailed history of Tyler Stone Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Tyler Stone Wealth Management holds 31,817 shares of SDVY stock, worth $1.14 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
31,817
Previous 15,694 102.73%
Holding current value
$1.14 Million
Previous $523,000 121.22%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Nov 04, 2024

BUY
$32.65 - $36.69 $526,415 - $591,552
16,123 Added 102.73%
31,817 $1.16 Million
Q2 2024

Aug 14, 2024

BUY
$32.33 - $34.91 $10,862 - $11,729
336 Added 2.19%
15,694 $523,000
Q1 2024

May 15, 2024

BUY
$31.21 - $34.82 $45,285 - $50,523
1,451 Added 10.43%
15,358 $534,000
Q4 2023

Feb 14, 2024

BUY
$26.48 - $33.23 $16,258 - $20,403
614 Added 4.62%
13,907 $455,000
Q3 2023

Nov 14, 2023

BUY
$27.7 - $30.38 $41,162 - $45,144
1,486 Added 12.59%
13,293 $375,000
Q2 2023

Aug 14, 2023

BUY
$24.91 - $28.31 $122,108 - $138,775
4,902 Added 70.99%
11,807 $334,000
Q4 2022

Feb 14, 2023

BUY
$23.78 - $27.72 $164,200 - $191,406
6,905 New
6,905 $180,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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