U.S. Capital Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 11,833 shares of SDVY stock, worth $423,976. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,833

Previous 11,833 -0.0%

Holding current value

$423,976

Previous $394,000 9.14%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$31.21 - $34.82 $50,497 - $56,338	1,618 Added 15.84%	11,833 $412,000
Q4 2023 Feb 06, 2024	SELL	$26.48 - $33.23 $28,466 - $35,722	-1,075 Reduced 9.52%	10,215 $334,000
Q3 2023 Oct 19, 2023	SELL	$27.7 - $30.38 $969 - $1,063	-35 Reduced 0.31%	11,290 $318,000
Q2 2023 Aug 04, 2023	SELL	$24.91 - $28.31 $373 - $424	-15 Reduced 0.13%	11,325 $320,000
Q1 2023 May 11, 2023	SELL	$25.54 - $29.71 $7,278 - $8,467	-285 Reduced 2.45%	11,340 $302,000
Q3 2022 Nov 01, 2022	BUY	$23.0 - $27.75 $34,500 - $41,625	1,500 Added 14.81%	11,625 $269,000
Q2 2022 Aug 12, 2022	BUY	$23.62 - $28.23 $239,152 - $285,828	10,125 New	10,125 $242,000

Others Institutions Holding SDVY

# of Institutions

404

Shares Held

133M

Call Options Held

6.7K

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

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U.S. Capital Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History