Avidian Wealth Solutions, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 15,054 shares of SDVY stock, worth $544,202. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,054
Previous 14,759 2.0%
Holding current value
$544,202
Previous $492,000 11.18%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$32.65 - $36.69 $9,631 - $10,823
295 Added 2.0%
15,054 $547,000
Q2 2024

Aug 06, 2024
SELL
$32.33 - $34.91 $100,093 - $108,081
-3,096 Reduced 17.34%
14,759 $492,000
Q1 2024

May 03, 2024
BUY
$31.21 - $34.82 $62,076 - $69,256
1,989 Added 12.54%
17,855 $621,000
Q4 2023

Feb 06, 2024
BUY
$26.48 - $33.23 $19,118 - $23,992
722 Added 4.77%
15,866 $519,000
Q3 2023

Oct 13, 2023
BUY
$27.7 - $30.38 $419,488 - $460,074
15,144 New
15,144 $427,000

Others Institutions Holding SDVY

# of Institutions
404
Shares Held
133M
Call Options Held
6.7K
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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