Whipplewood Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025

A detailed history of Whipplewood Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 8,368 shares of SDVY stock, worth $315,892. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,368
Previous 8,350 0.22%
Holding current value
$315,892
Previous $896 Million 67.03%
% of portfolio
0.16%
Previous 0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$29.52 - $35.31 $531 - $635
18 Added 0.22%
8,368 $295 Million
Q1 2025

Apr 09, 2025
SELL
$32.49 - $37.99 $590,538 - $690,506
-18,176 Reduced 68.52%
8,350 $896 Million
Q4 2024

Feb 04, 2025
BUY
$35.45 - $40.33 $940,346 - $1.07 Million
26,526 New
26,526 $951 Million

Others Institutions Holding SDVY

# of Institutions
493
Shares Held
186M
Call Options Held
0
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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