Concentrum Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History

Concentrum Wealth Management

  • $347 Billion
  • Q3 2025

A detailed history of Concentrum Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Concentrum Wealth Management holds 44,363 shares of SDVY stock, worth $1.66 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
44,363
Previous 49,649 10.65%
Holding current value
$1.66 Million
Previous $1.66 Billion 1.41%
% of portfolio
0.49%
Previous 0.62%

Shares

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

Nov 10, 2025
SELL
$35.42 - $38.65 $187,230 - $204,303
-5,286 Reduced 10.65%
44,363 $1.69 Billion
Q1 2025

May 07, 2025
BUY
$32.49 - $37.99 $1.21 Million - $1.41 Million
37,206 Added 299.01%
49,649 $1.66 Billion
Q4 2024

Feb 13, 2025
BUY
$35.45 - $40.33 $441,104 - $501,826
12,443 New
12,443 $446 Million

Others Institutions Holding SDVY

# of Institutions
514
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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