Wintrust Investments LLC First Tr ETF Vi Smid Cap Risin Transaction History

Wintrust Investments LLC

  • $109 Million
  • Q4 2024

A detailed history of Wintrust Investments LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wintrust Investments LLC holds 21,854 shares of SDVY stock, worth $824,988. This represents 0.72% of its overall portfolio holdings.

Number of Shares
21,854
Previous 18,551 17.8%
Holding current value
$824,988
Previous $674,000 16.17%
% of portfolio
0.72%
Previous 0.55%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$35.45 - $40.33 $117,091 - $133,209
3,303 Added 17.8%
21,854 $783,000
Q3 2024

Nov 12, 2024
SELL
$32.65 - $36.69 $5.26 Million - $5.91 Million
-160,979 Reduced 89.67%
18,551 $674,000
Q2 2024

Aug 13, 2024
BUY
$32.33 - $34.91 $109,016 - $117,716
3,372 Added 1.91%
179,530 $5.99 Million
Q1 2024

May 09, 2024
BUY
$31.21 - $34.82 $711,900 - $794,244
22,810 Added 14.87%
176,158 $6.13 Million
Q4 2023

Feb 12, 2024
BUY
$26.48 - $33.23 $174,662 - $219,185
6,596 Added 4.49%
153,348 $5.03 Million
Q3 2023

Nov 13, 2023
BUY
$27.7 - $30.38 $3.45 Million - $3.78 Million
124,493 Added 559.29%
146,752 $4.14 Million
Q2 2023

Aug 10, 2023
SELL
$24.91 - $28.31 $51,837 - $58,913
-2,081 Reduced 8.55%
22,259 $630,000
Q1 2023

May 09, 2023
SELL
$25.54 - $29.71 $57,975 - $67,441
-2,270 Reduced 8.53%
24,340 $648,000
Q4 2022

Feb 13, 2023
SELL
$23.78 - $27.72 $1.76 Million - $2.05 Million
-73,870 Reduced 73.52%
26,610 $693,000
Q3 2022

Nov 08, 2022
SELL
$23.0 - $27.75 $1.04 Million - $1.25 Million
-45,027 Reduced 30.94%
100,480 $2.32 Million
Q2 2022

Aug 15, 2022
SELL
$23.62 - $28.23 $66,915 - $79,975
-2,833 Reduced 1.91%
145,507 $3.48 Million
Q1 2022

May 11, 2022
BUY
$27.17 - $30.89 $3.73 Million - $4.24 Million
137,340 Added 1248.55%
148,340 $4.13 Million
Q4 2021

Feb 04, 2022
BUY
$28.58 - $30.81 $314,380 - $338,910
11,000 New
11,000 $333,000

Others Institutions Holding SDVY

# of Institutions
494
Shares Held
185M
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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