Consolidated Planning Corp First Tr ETF Vi Smid Cap Risin Transaction History

Consolidated Planning Corp

  • $869 Million
  • Q4 2025

A detailed history of Consolidated Planning Corp transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Consolidated Planning Corp holds 10,512 shares of SDVY stock, worth $394,094. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,512
Previous 10,564 0.49%
Holding current value
$394,094
Previous $401,000 1.75%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 28, 2026
SELL
$36.47 - $38.19 $1,896 - $1,985
-52 Reduced 0.49%
10,512 $394,000
Q3 2025

Oct 27, 2025
BUY
$35.42 - $38.65 $22,775 - $24,851
643 Added 6.48%
10,564 $401,000
Q2 2025

Jul 18, 2025
BUY
$29.52 - $35.31 $14,140 - $16,913
479 Added 5.07%
9,921 $350,000
Q1 2025

Apr 22, 2025
BUY
$32.49 - $37.99 $45,940 - $53,717
1,414 Added 17.61%
9,442 $316,000
Q4 2024

Jan 29, 2025
BUY
$35.45 - $40.33 $284,592 - $323,769
8,028 New
8,028 $287,000

Others Institutions Holding SDVY

# of Institutions
526
Shares Held
193M
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
Track This Portfolio

Track Consolidated Planning Corp Portfolio

Follow Consolidated Planning Corp 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 Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email