Stonehaven Wealth & Tax Solutions, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $91.9 Billion
  • Q4 2024

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 108,334 shares of SDVY stock, worth $3.67 Million. This represents 4.23% of its overall portfolio holdings.

Number of Shares
108,334
Holding current value
$3.67 Million
% of portfolio
4.23%

Shares

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

Feb 13, 2025
BUY
$35.45 - $40.33 $3.84 Million - $4.37 Million
108,334 New
108,334 $3.88 Billion

Others Institutions Holding SDVY

# of Institutions
510
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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