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 31,135 shares of SDVY stock, worth $1.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
31,135
Holding current value
$1.1 Million
% of portfolio
0.12%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR ETF VI SMID CAP RISIN


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