Visionary Wealth Advisors First Tr ETF Vi Smid Cap Risin Transaction History

Visionary Wealth Advisors

  • $1.44 Billion
  • Q1 2024

A detailed history of Visionary Wealth Advisors transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Visionary Wealth Advisors holds 296,485 shares of SDVY stock, worth $9.81 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
296,485
Previous 131,208 125.97%
Holding current value
$9.81 Million
Previous $4.3 Million 140.13%
% of portfolio
0.72%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$31.21 - $34.82 $5.16 Million - $5.75 Million
165,277 Added 125.97%
296,485 $10.3 Million
Q4 2023

Feb 14, 2024
BUY
$26.48 - $33.23 $2.36 Million - $2.96 Million
89,225 Added 212.53%
131,208 $4.3 Million
Q3 2023

Nov 13, 2023
BUY
$27.7 - $30.38 $1.16 Million - $1.28 Million
41,983 New
41,983 $1.19 Million

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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