Convergence Financial, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Convergence Financial, LLC

  • $666 Billion
  • Q3 2025

A detailed history of Convergence Financial, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Convergence Financial, LLC holds 20,133 shares of SDVY stock, worth $754,786. This represents 0.11% of its overall portfolio holdings.

Number of Shares
20,133
Holding current value
$754,786
% of portfolio
0.11%

Shares

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

Nov 07, 2025
BUY
$35.42 - $38.65 $713,110 - $778,140
20,133 New
20,133 $765 Million
Q4 2024

Feb 04, 2025
SELL
$35.45 - $40.33 $15,987 - $18,188
-451 Reduced 2.46%
17,904 $642 Million
Q3 2024

Oct 23, 2024
SELL
$32.65 - $36.69 $5,615 - $6,310
-172 Reduced 0.93%
18,355 $668 Million
Q2 2024

Oct 23, 2024
BUY
$32.33 - $34.91 $598,977 - $646,777
18,527 New
18,527 $618 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
Track This Portfolio

Track Convergence Financial, LLC Portfolio

Follow Convergence Financial, 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 Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email