Proactive Wealth Strategies LLC First Tr ETF Vi Smid Cap Risin Transaction History

Proactive Wealth Strategies LLC

  • $192 Million
  • Q4 2024

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 57,372 shares of SDVY stock, worth $2.04 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
57,372
Previous 75,918 24.43%
Holding current value
$2.04 Million
Previous $2.76 Million 25.52%
% of portfolio
1.07%
Previous 1.53%

Shares

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

Jan 31, 2025
SELL
$35.45 - $40.33 $657,455 - $747,960
-18,546 Reduced 24.43%
57,372 $2.06 Million
Q3 2024

Nov 04, 2024
BUY
$32.65 - $36.69 $2.48 Million - $2.79 Million
75,918 New
75,918 $2.76 Million

Others Institutions Holding SDVY

# of Institutions
506
Shares Held
173M
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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