Walkner Condon Financial Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History

Walkner Condon Financial Advisors LLC

$480 Million
Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 41,036 shares of SDVY stock, worth $1.53 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

41,036

Previous 30,365 35.14%

Holding current value

$1.53 Million

Previous $1.1 Million 33.24%

% of portfolio

0.31%

Previous 0.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$35.45 - $40.33 $378,286 - $430,361	10,671 Added 35.14%	41,036 $1.47 Million
Q3 2024 Oct 31, 2024	BUY	$32.65 - $36.69 $96,056 - $107,941	2,942 Added 10.73%	30,365 $1.1 Million
Q2 2024 Jul 26, 2024	BUY	$32.33 - $34.91 $89,069 - $96,177	2,755 Added 11.17%	27,423 $915,000
Q1 2024 Apr 22, 2024	BUY	$31.21 - $34.82 $11,703 - $13,057	375 Added 1.54%	24,668 $858,000
Q4 2023 Jan 23, 2024	BUY	$26.48 - $33.23 $189,941 - $238,358	7,173 Added 41.9%	24,293 $796,000
Q3 2023 Oct 19, 2023	SELL	$27.7 - $30.38 $1,662 - $1,822	-60 Reduced 0.35%	17,120 $483,000
Q2 2023 Jul 21, 2023	SELL	$24.91 - $28.31 $52,560 - $59,734	-2,110 Reduced 10.94%	17,180 $486,000
Q1 2023 Apr 20, 2023	BUY	$25.54 - $29.71 $5,108 - $5,942	200 Added 1.05%	19,290 $514,000
Q3 2022 Oct 28, 2022	SELL	$23.0 - $27.75 $72,266 - $87,190	-3,142 Reduced 14.13%	19,090 $442,000
Q2 2022 Aug 04, 2022	BUY	$23.62 - $28.23 $128,492 - $153,571	5,440 Added 32.4%	22,232 $531,000
Q1 2022 May 03, 2022	SELL	$27.17 - $30.89 $85,150 - $96,809	-3,134 Reduced 15.73%	16,792 $468 Million
Q4 2021 Feb 11, 2022	BUY	$28.58 - $30.81 $569,485 - $613,920	19,926 New	19,926 $603,000

Others Institutions Holding SDVY

# of Institutions

443

Shares Held

139M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Walkner Condon Financial Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History