Waterfront Wealth Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Waterfront Wealth Inc.

  • $408 Million
  • Q1 2025

A detailed history of Waterfront Wealth Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Waterfront Wealth Inc. holds 8,245 shares of SDVY stock, worth $286,431. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,245
Previous 7,078 16.49%
Holding current value
$286,431
Previous $253,000 9.09%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Apr 25, 2025
BUY
$32.49 - $37.99 $37,915 - $44,334
1,167 Added 16.49%
8,245 $276,000
Q4 2024

Feb 03, 2025
BUY
$35.45 - $40.33 $638 - $725
18 Added 0.25%
7,078 $253,000
Q3 2024

Oct 31, 2024
BUY
$32.65 - $36.69 $20,732 - $23,298
635 Added 9.88%
7,060 $256,000
Q1 2024

May 13, 2024
SELL
$31.21 - $34.82 $3,433 - $3,830
-110 Reduced 1.68%
6,425 $223,000
Q4 2023

Jan 31, 2024
BUY
$26.48 - $33.23 $173,046 - $217,158
6,535 New
6,535 $214,000
Q2 2023

Jul 28, 2023
BUY
$24.91 - $28.31 $174,370 - $198,170
7,000 New
7,000 $198,000

Others Institutions Holding SDVY

# of Institutions
502
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
Track This Portfolio

Track Waterfront Wealth Inc. Portfolio

Follow Waterfront Wealth Inc. 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 Waterfront Wealth Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waterfront Wealth Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email