Woodmont Investment Counsel LLC First Tr ETF Vi Smid Cap Risin Transaction History

Woodmont Investment Counsel LLC

  • $1.36 Billion
  • Q1 2025

A detailed history of Woodmont Investment Counsel LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Woodmont Investment Counsel LLC holds 16,180 shares of SDVY stock, worth $526,011. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,180
Previous 13,511 19.75%
Holding current value
$526,011
Previous $484,000 11.98%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$32.49 - $37.99 $86,715 - $101,395
2,669 Added 19.75%
16,180 $542,000
Q4 2024

Feb 11, 2025
BUY
$35.45 - $40.33 $130,385 - $148,333
3,678 Added 37.4%
13,511 $484,000
Q3 2024

Oct 31, 2024
BUY
$32.65 - $36.69 $321,047 - $360,772
9,833 New
9,833 $357,000

Others Institutions Holding SDVY

# of Institutions
502
Shares Held
176M
Call Options Held
4K
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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