Creative Planning First Tr ETF Vi Smid Cap Risin Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Creative Planning holds 6,428 shares of SDVY stock, worth $240,985. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,428
Previous 9,390 31.54%
Holding current value
$240,985
Previous $331,000 26.28%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
$35.42 - $38.65 $104,914 - $114,481
-2,962 Reduced 31.54%
6,428 $244,000
Q2 2025

Aug 08, 2025
BUY
$29.52 - $35.31 $67,010 - $80,153
2,270 Added 31.88%
9,390 $331,000
Q1 2025

May 15, 2025
BUY
$32.49 - $37.99 $4,808 - $5,622
148 Added 2.12%
7,120 $238,000
Q4 2024

Feb 14, 2025
BUY
$35.45 - $40.33 $247,157 - $281,180
6,972 New
6,972 $249,000

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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