Blue Chip Wealth Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History

Blue Chip Wealth Advisors LLC

$180 Billion
Q4 2024

A detailed history of Blue Chip Wealth Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 68,341 shares of SDVY stock, worth $2.3 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

68,341

Previous 62,521 9.31%

Holding current value

$2.3 Million

Previous $2.27 Billion 7.72%

% of portfolio

1.36%

Previous 1.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$35.45 - $40.33 $206,319 - $234,720	5,820 Added 9.31%	68,341 $2.45 Billion
Q3 2024 Nov 14, 2024	SELL	$32.65 - $36.69 $22,724 - $25,536	-696 Reduced 1.1%	62,521 $2.27 Billion
Q2 2024 Aug 12, 2024	BUY	$32.33 - $34.91 $149,817 - $161,772	4,634 Added 7.91%	63,217 $2.11 Billion
Q1 2024 Apr 30, 2024	BUY	$31.21 - $34.82 $138,666 - $154,705	4,443 Added 8.21%	58,583 $2.04 Billion
Q4 2023 Mar 15, 2024	BUY	$26.48 - $33.23 $1.43 Million - $1.8 Million	54,140 New	54,140 $1.77 Billion

Others Institutions Holding SDVY

# of Institutions

511

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Blue Chip Wealth Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History