Blue Chip Wealth Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History

Blue Chip Wealth Advisors LLC

  • $180 Billion
  • Q4 2024

A detailed history of Blue Chip Wealth Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 68,341 shares of SDVY stock, worth $2.44 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
68,341
Previous 62,521 9.31%
Holding current value
$2.44 Million
Previous $2.27 Billion 7.72%
% of portfolio
1.36%
Previous 1.19%

Shares

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

Feb 12, 2025
BUY
$35.45 - $40.33 $206,319 - $234,720
5,820 Added 9.31%
68,341 $2.45 Billion
Q3 2024

Nov 14, 2024
SELL
$32.65 - $36.69 $22,724 - $25,536
-696 Reduced 1.1%
62,521 $2.27 Billion
Q2 2024

Aug 12, 2024
BUY
$32.33 - $34.91 $149,817 - $161,772
4,634 Added 7.91%
63,217 $2.11 Billion
Q1 2024

Apr 30, 2024
BUY
$31.21 - $34.82 $138,666 - $154,705
4,443 Added 8.21%
58,583 $2.04 Billion
Q4 2023

Mar 15, 2024
BUY
$26.48 - $33.23 $1.43 Million - $1.8 Million
54,140 New
54,140 $1.77 Billion

Others Institutions Holding SDVY

# of Institutions
506
Shares Held
173M
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 Blue Chip Wealth Advisors LLC Portfolio

Follow Blue Chip Wealth Advisors LLC 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 Blue Chip Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email