World Equity Group, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

World Equity Group, Inc.

$277 Billion
Q3 2024

A detailed history of World Equity Group, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, World Equity Group, Inc. holds 115,982 shares of SDVY stock, worth $4.47 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

115,982

Previous 108,498 6.9%

Holding current value

$4.47 Million

Previous $3.62 Billion 16.51%

% of portfolio

1.52%

Previous 1.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$32.65 - $36.69 $244,352 - $274,587	7,484 Added 6.9%	115,982 $4.22 Billion
Q2 2024 Jul 18, 2024	BUY	$32.33 - $34.91 $13,675 - $14,766	423 Added 0.39%	108,498 $3.62 Billion
Q1 2024 Jul 18, 2024	BUY	$31.21 - $34.82 $3.37 Million - $3.76 Million	108,075 New	108,075 $3.76 Billion
Q4 2023 Jul 22, 2024	SELL	$26.48 - $33.23 $1.71 Million - $2.14 Million	-64,416 Closed	0 $0
Q3 2023 Jul 22, 2024	SELL	$27.7 - $30.38 $1.22 Million - $1.34 Million	-44,082 Reduced 40.63%	64,416 $1.44 Billion
Q2 2023 Aug 26, 2024	SELL	$24.91 - $28.31 $1.88 Million - $2.13 Million	-75,360 Reduced 69.46%	33,138 $938 Million

Others Institutions Holding SDVY

# of Institutions

377

Shares Held

116M

Call Options Held

Put Options Held

1.1K

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.

Account

World Equity Group, Inc. First Tr ETF Vi Smid Cap Risin Transaction History