Comprehensive Financial Planning, Inc./Pa First Tr ETF Vi Smid Cap Risin Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 11,113 shares of SDVY stock, worth $416,626. This represents 0.29% of its overall portfolio holdings.

Number of Shares
11,113
Previous 11,086 0.24%
Holding current value
$416,626
Previous $391 Million 8.03%
% of portfolio
0.29%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$35.42 - $38.65 $956 - $1,043
27 Added 0.24%
11,113 $423 Million
Q2 2025

Aug 08, 2025
BUY
$29.52 - $35.31 $15,084 - $18,043
511 Added 4.83%
11,086 $391 Million
Q1 2025

May 09, 2025
SELL
$32.49 - $37.99 $97 - $113
-3 Reduced 0.03%
10,575 $354 Million
Q4 2024

Jan 28, 2025
BUY
$35.45 - $40.33 $374,990 - $426,610
10,578 New
10,578 $379 Million

Others Institutions Holding SDVY

# of Institutions
513
Shares Held
191M
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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