Atlas Wealth LLC First Tr ETF Vi Smid Cap Risin Transaction History

Atlas Wealth LLC

$178 Million
Q4 2024

A detailed history of Atlas Wealth LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Atlas Wealth LLC holds 81,509 shares of SDVY stock, worth $2.99 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

81,509

Previous 75,076 8.57%

Holding current value

$2.99 Million

Previous $2.73 Billion 99.89%

% of portfolio

1.64%

Previous 1.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$35.45 - $40.33 $228,049 - $259,442	6,433 Added 8.57%	81,509 $2.92 Million
Q3 2024 Nov 14, 2024	BUY	$32.65 - $36.69 $534,970 - $601,165	16,385 Added 27.92%	75,076 $2.73 Billion
Q2 2024 Jul 31, 2024	BUY	$32.33 - $34.91 $326,468 - $352,521	10,098 Added 20.78%	58,691 $1.94 Billion
Q1 2024 May 10, 2024	BUY	$31.21 - $34.82 $302,300 - $337,266	9,686 Added 24.9%	48,593 $1.69 Billion
Q3 2023 Nov 07, 2023	SELL	$27.7 - $30.38 $4,348 - $4,769	-157 Reduced 0.4%	38,907 $1.1 Billion
Q2 2023 Aug 08, 2023	SELL	$24.91 - $28.31 $76,498 - $86,940	-3,071 Reduced 7.29%	39,064 $1.16 Billion
Q1 2023 May 09, 2023	SELL	$25.54 - $29.71 $4,673 - $5,436	-183 Reduced 0.43%	42,135 $1.12 Billion
Q4 2022 Feb 14, 2023	BUY	$23.78 - $27.72 $1.01 Million - $1.17 Million	42,318 New	42,318 $1.1 Billion

Others Institutions Holding SDVY

# of Institutions

464

Shares Held

155M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

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