Bennett Associates Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History

Bennett Associates Wealth Management

  • $144 Billion
  • Q4 2025

A detailed history of Bennett Associates Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Bennett Associates Wealth Management holds 171,073 shares of SDVY stock, worth $6.41 Million. This represents 4.54% of its overall portfolio holdings.

Number of Shares
171,073
Previous 172,170 0.64%
Holding current value
$6.41 Million
Previous $6.55 Billion 0.15%
% of portfolio
4.54%
Previous 4.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$36.47 - $38.19 $40,007 - $41,894
-1,097 Reduced 0.64%
171,073 $6.56 Billion
Q3 2025

Oct 15, 2025
SELL
$35.42 - $38.65 $1.41 Million - $1.54 Million
-39,892 Reduced 18.81%
172,170 $6.55 Billion
Q2 2025

Jul 22, 2025
BUY
$29.52 - $35.31 $6.26 Million - $7.49 Million
212,062 New
212,062 $7.48 Billion

Others Institutions Holding SDVY

# of Institutions
520
Shares Held
192M
Call Options Held
0
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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