Whitaker Myers Wealth Managers, Ltd. First Tr ETF Vi Smid Cap Risin Transaction History

Whitaker Myers Wealth Managers, Ltd.

  • $459 Billion
  • Q3 2025

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 17,629 shares of SDVY stock, worth $660,911. This represents 0.15% of its overall portfolio holdings.

Number of Shares
17,629
Previous 12,726 38.53%
Holding current value
$660,911
Previous $449 Million 49.28%
% of portfolio
0.15%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$35.42 - $38.65 $173,664 - $189,500
4,903 Added 38.53%
17,629 $670 Million
Q2 2025

Jul 07, 2025
BUY
$29.52 - $35.31 $375,671 - $449,355
12,726 New
12,726 $449 Million

Others Institutions Holding SDVY

# of Institutions
514
Shares Held
191M
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
Track This Portfolio

Track Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email