Wealthcare Advisory Partners LLC First Tr ETF Vi Smid Cap Risin Transaction History

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 143,842 shares of SDVY stock, worth $5.15 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
143,842
Previous 138,281 4.02%
Holding current value
$5.15 Million
Previous $4.62 Million 13.37%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Nov 04, 2024
BUY
$32.65 - $36.69 $181,566 - $204,033
5,561 Added 4.02%
143,842 $5.23 Million
Q2 2024

Aug 09, 2024
BUY
$32.33 - $34.91 $70,253 - $75,859
2,173 Added 1.6%
138,281 $4.62 Million
Q1 2024

Apr 15, 2024
SELL
$31.21 - $34.82 $201,242 - $224,519
-6,448 Reduced 4.52%
136,108 $4.74 Million
Q4 2023

Feb 06, 2024
BUY
$26.48 - $33.23 $3.77 Million - $4.74 Million
142,556 New
142,556 $4.67 Million

Others Institutions Holding SDVY

# of Institutions
404
Shares Held
133M
Call Options Held
6.7K
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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