World Equity Group, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

World Equity Group, Inc.

$466 Billion
Q4 2024

A detailed history of World Equity Group, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, World Equity Group, Inc. holds 121,054 shares of SDVY stock, worth $4.51 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

121,054

Previous 115,982 4.37%

Holding current value

$4.51 Million

Previous $4.22 Billion 2.85%

% of portfolio

0.93%

Previous 1.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$35.45 - $40.33 $179,802 - $204,553	5,072 Added 4.37%	121,054 $4.34 Billion
Q3 2024 Oct 29, 2024	BUY	$32.65 - $36.69 $244,352 - $274,587	7,484 Added 6.9%	115,982 $4.22 Billion
Q2 2024 Jul 18, 2024	BUY	$32.33 - $34.91 $13,675 - $14,766	423 Added 0.39%	108,498 $3.62 Billion
Q1 2024 Jul 18, 2024	BUY	$31.21 - $34.82 $3.37 Million - $3.76 Million	108,075 New	108,075 $3.76 Billion
Q4 2023 Jul 22, 2024	SELL	$26.48 - $33.23 $1.71 Million - $2.14 Million	-64,416 Closed	0 $0
Q3 2023 Jul 22, 2024	SELL	$27.7 - $30.38 $1.22 Million - $1.34 Million	-44,082 Reduced 40.63%	64,416 $1.44 Billion
Q2 2023 Aug 26, 2024	SELL	$24.91 - $28.31 $1.88 Million - $2.13 Million	-75,360 Reduced 69.46%	33,138 $938 Million

Others Institutions Holding SDVY

# of Institutions

501

Shares Held

173M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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World Equity Group, Inc. First Tr ETF Vi Smid Cap Risin Transaction History