Wealth Plan Investment Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 36,499 shares of SDVY stock, worth $1.25 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
36,499
Previous 31,135 17.23%
Holding current value
$1.25 Million
Previous $1.12 Million 9.5%
% of portfolio
0.13%
Previous 0.12%

Shares

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

May 09, 2025
BUY
$32.49 - $37.99 $174,276 - $203,778
5,364 Added 17.23%
36,499 $1.22 Million
Q4 2024

Jan 30, 2025
BUY
$35.45 - $40.33 $1.1 Million - $1.26 Million
31,135 New
31,135 $1.12 Million

Others Institutions Holding SDVY

# of Institutions
503
Shares Held
186M
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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