A detailed history of Wcg Wealth Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 23,780 shares of SDVY stock, worth $852,037. This represents 0.06% of its overall portfolio holdings.

Number of Shares
23,780
Previous 21,277 11.76%
Holding current value
$852,037
Previous $710,000 21.83%
% of portfolio
0.06%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$32.65 - $36.69 $81,722 - $91,835
2,503 Added 11.76%
23,780 $865,000
Q2 2024

Aug 12, 2024

BUY
$32.33 - $34.91 $157,479 - $170,046
4,871 Added 29.69%
21,277 $710,000
Q1 2024

May 13, 2024

BUY
$31.21 - $34.82 $119,503 - $133,325
3,829 Added 30.44%
16,406 $571,000
Q4 2023

Feb 08, 2024

SELL
$26.48 - $33.23 $19,754 - $24,789
-746 Reduced 5.6%
12,577 $412,000
Q3 2023

Nov 09, 2023

BUY
$27.7 - $30.38 $369,047 - $404,752
13,323 New
13,323 $376,000
Q3 2022

Nov 14, 2022

BUY
$23.0 - $27.75 $598 - $721
26 Added 0.27%
9,635 $223,000
Q2 2022

Aug 23, 2022

SELL
$23.62 - $28.23 $5,786 - $6,916
-245 Reduced 2.49%
9,609 $229,000
Q2 2022

Aug 15, 2022

BUY
$23.62 - $28.23 $232,751 - $278,178
9,854 New
9,854 $350,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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