Allworth Financial LP First Tr ETF Vi Smid Cap Risin Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Allworth Financial LP holds 12,950 shares of SDVY stock, worth $432,400. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,950

Previous 10,078 28.5%

Holding current value

$432,400

Previous $366,000 26.78%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$35.45 - $40.33 $101,812 - $115,827	2,872 Added 28.5%	12,950 $464,000
Q3 2024 Oct 23, 2024	SELL	$32.65 - $36.69 $1,697 - $1,907	-52 Reduced 0.51%	10,078 $366,000
Q2 2024 Jul 23, 2024	SELL	$32.33 - $34.91 $110,212 - $119,008	-3,409 Reduced 25.18%	10,130 $338,000
Q1 2024 Apr 25, 2024	BUY	$31.21 - $34.82 $64,916 - $72,425	2,080 Added 18.15%	13,539 $471,000
Q4 2023 Jan 24, 2024	SELL	$26.48 - $33.23 $344 - $431	-13 Reduced 0.11%	11,459 $375,000
Q2 2023 Jul 18, 2023	SELL	$24.91 - $28.31 $9,515 - $10,814	-382 Reduced 3.22%	11,472 $324,000
Q1 2023 Apr 18, 2023	SELL	$25.54 - $29.71 $123,613 - $143,796	-4,840 Reduced 28.99%	11,854 $315,000
Q4 2022 Jan 13, 2023	SELL	$23.78 - $27.72 $4.73 Million - $5.51 Million	-198,822 Reduced 92.25%	16,694 $0
Q3 2022 Oct 18, 2022	BUY	$23.0 - $27.75 $4.96 Million - $5.98 Million	215,516 New	215,516 $4.99 Million

Others Institutions Holding SDVY

# of Institutions

511

Shares Held

174M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Allworth Financial LP First Tr ETF Vi Smid Cap Risin Transaction History