Zrc Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Zrc Wealth Management, LLC

  • $253 Billion
  • Q2 2025

A detailed history of Zrc Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 788 shares of SDVY stock, worth $29,747. This represents 0.01% of its overall portfolio holdings.

Number of Shares
788
Previous 1,721 54.21%
Holding current value
$29,747
Previous $57.7 Million 51.78%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jul 08, 2025
SELL
$29.52 - $35.31 $27,542 - $32,944
-933 Reduced 54.21%
788 $27.8 Million
Q4 2024

Jan 28, 2025
BUY
$35.45 - $40.33 $61,009 - $69,407
1,721 New
1,721 $61.7 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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