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

Wagner Wealth Management, LLC

  • $295 Million
  • Q4 2024

A detailed history of Wagner Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 392,166 shares of SDVY stock, worth $13.1 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares
392,166
Previous 372,895 5.17%
Holding current value
$13.1 Million
Previous $13.6 Million 3.64%
% of portfolio
4.76%
Previous 4.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$35.45 - $40.33 $683,156 - $777,199
19,271 Added 5.17%
392,166 $14.1 Million
Q3 2024

Oct 10, 2024
BUY
$32.65 - $36.69 $881,354 - $990,409
26,994 Added 7.8%
372,895 $13.6 Million
Q2 2024

Jul 18, 2024
BUY
$32.33 - $34.91 $521,418 - $563,028
16,128 Added 4.89%
345,901 $11.5 Million
Q1 2024

Apr 23, 2024
BUY
$31.21 - $34.82 $10.3 Million - $11.5 Million
329,773 New
329,773 $11.5 Million

Others Institutions Holding SDVY

# of Institutions
511
Shares Held
174M
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
Track This Portfolio

Track Wagner Wealth Management, LLC Portfolio

Follow Wagner 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 Wagner Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email