Accel Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History

Accel Wealth Management

  • $257 Million
  • Q4 2024

A detailed history of Accel Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Accel Wealth Management holds 11,404 shares of SDVY stock, worth $380,779. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,404
Previous 8,464 34.74%
Holding current value
$380,779
Previous $307,000 32.9%
% of portfolio
0.16%
Previous 0.12%

Shares

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

Jan 21, 2025
BUY
$35.45 - $40.33 $104,223 - $118,570
2,940 Added 34.74%
11,404 $408,000
Q3 2024

Oct 15, 2024
BUY
$32.65 - $36.69 $13,157 - $14,786
403 Added 5.0%
8,464 $307,000
Q2 2024

Jul 12, 2024
BUY
$32.33 - $34.91 $21,725 - $23,459
672 Added 9.09%
8,061 $269,000
Q1 2024

Apr 19, 2024
BUY
$31.21 - $34.82 $18,882 - $21,066
605 Added 8.92%
7,389 $257,000
Q4 2023

Jan 18, 2024
BUY
$26.48 - $33.23 $179,640 - $225,432
6,784 New
6,784 $222,000
Q1 2023

Apr 20, 2023
BUY
$25.54 - $29.71 $357 - $415
14 Added 0.24%
5,788 $154,000
Q4 2022

Jan 26, 2023
BUY
$23.78 - $27.72 $594 - $693
25 Added 0.43%
5,774 $0
Q3 2022

Oct 12, 2022
BUY
$23.0 - $27.75 $368 - $444
16 Added 0.28%
5,749 $143,000
Q2 2022

Aug 03, 2022
BUY
$23.62 - $28.23 $22,604 - $27,016
957 Added 20.04%
5,733 $140,000
Q1 2022

Apr 29, 2022
BUY
$27.17 - $30.89 $21,409 - $24,341
788 Added 19.76%
4,776 $133,000
Q4 2021

Jan 18, 2022
BUY
$28.58 - $30.81 $56,416 - $60,818
1,974 Added 98.01%
3,988 $121,000
Q3 2021

Nov 04, 2021
BUY
$27.62 - $30.12 $138 - $150
5 Added 0.25%
2,014 $57,000
Q2 2021

Aug 03, 2021
BUY
$28.0 - $30.39 $196 - $212
7 Added 0.35%
2,009 $58,000
Q1 2021

May 10, 2021
BUY
$23.74 - $28.92 $47,527 - $57,897
2,002 New
2,002 $57,000

Others Institutions Holding SDVY

# of Institutions
511
Shares Held
174M
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
Track This Portfolio

Track Accel Wealth Management Portfolio

Follow Accel Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email