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

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

A detailed history of Western Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Western Wealth Management, LLC holds 530,133 shares of SDVY stock, worth $20.1 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

530,133

Previous 365,317 45.12%

Holding current value

$20.1 Million

Previous $12.2 Million 58.16%

% of portfolio

1.12%

Previous 0.91%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$32.65 - $36.69 $5.38 Million - $6.05 Million	164,816 Added 45.12%	530,133 $19.3 Million
Q2 2024 Jul 19, 2024	BUY	$32.33 - $34.91 $696,388 - $751,961	21,540 Added 6.27%	365,317 $12.2 Million
Q1 2024 May 02, 2024	BUY	$31.21 - $34.82 $819,886 - $914,721	26,270 Added 8.27%	343,777 $12 Million
Q4 2023 Jan 31, 2024	BUY	$26.48 - $33.23 $3.69 Million - $4.63 Million	139,214 Added 78.08%	317,507 $10.4 Million
Q3 2023 Nov 07, 2023	BUY	$27.7 - $30.38 $1.85 Million - $2.03 Million	66,885 Added 60.04%	178,293 $5.03 Million
Q2 2023 Aug 30, 2023	SELL	$24.91 - $28.31 $221,225 - $251,421	-8,881 Reduced 7.38%	111,408 $3.15 Million
Q1 2023 Aug 30, 2023	BUY	$25.54 - $29.71 $312,303 - $363,293	12,228 Added 11.32%	120,289 $3.21 Million
Q4 2022 Feb 02, 2023	SELL	$23.78 - $27.72 $815,749 - $950,906	-34,304 Reduced 24.1%	108,061 $2.81 Million
Q3 2022 Nov 04, 2022	BUY	$23.0 - $27.75 $517,891 - $624,846	22,517 Added 18.79%	142,365 $3.29 Million
Q2 2022 Jul 18, 2022	SELL	$23.62 - $28.23 $1.37 Million - $1.64 Million	-58,014 Reduced 32.62%	119,848 $2.87 Million
Q1 2022 May 10, 2022	BUY	$27.17 - $30.89 $4.83 Million - $5.49 Million	177,862 New	177,862 $4.96 Million

Others Institutions Holding SDVY

# of Institutions

420

Shares Held

136M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Western Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History