Warren Averett Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 2025

A detailed history of Warren Averett Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 62,784 shares of SDVY stock, worth $2.28 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
62,784
Holding current value
$2.28 Million
% of portfolio
0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$32.49 - $37.99 $2.04 Million - $2.39 Million
62,784 New
62,784 $2.1 Million
Q1 2023

May 15, 2023
SELL
$25.54 - $29.71 $275,857 - $320,897
-10,801 Reduced 10.39%
93,186 $2.48 Million
Q4 2022

Feb 14, 2023
BUY
$23.78 - $27.72 $2.47 Million - $2.88 Million
103,987 New
103,987 $2.71 Million

Others Institutions Holding SDVY

# of Institutions
488
Shares Held
187M
Call Options Held
10.7K
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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