Northwest Financial Advisors First Tr ETF Vi Smid Cap Risin Transaction History

Northwest Financial Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Northwest Financial Advisors transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Northwest Financial Advisors holds 9,796 shares of SDVY stock, worth $370,288. This represents 0.29% of its overall portfolio holdings.

Number of Shares
9,796
Previous 8,322 17.71%
Holding current value
$370,288
Previous $303 Million 15.99%
% of portfolio
0.29%
Previous 0.24%

Shares

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

Jan 22, 2025
BUY
$35.45 - $40.33 $52,253 - $59,446
1,474 Added 17.71%
9,796 $351 Million
Q3 2024

Nov 13, 2024
BUY
$32.65 - $36.69 $80,384 - $90,330
2,462 Added 42.01%
8,322 $303 Million
Q2 2024

Aug 12, 2024
BUY
$32.33 - $34.91 $45,843 - $49,502
1,418 Added 31.92%
5,860 $196 Million
Q1 2024

May 09, 2024
BUY
$31.21 - $34.82 $138,634 - $154,670
4,442 New
4,442 $155 Million

Others Institutions Holding SDVY

# of Institutions
426
Shares Held
136M
Call Options Held
6.7K
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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