Creative One Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025

A detailed history of Creative One Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Creative One Wealth, LLC holds 25,702 shares of SDVY stock, worth $963,567. This represents 0.03% of its overall portfolio holdings.

Number of Shares
25,702
Previous 38,931 33.98%
Holding current value
$963,567
Previous $1.37 Million 28.84%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 12, 2025
SELL
$35.42 - $38.65 $468,571 - $511,300
-13,229 Reduced 33.98%
25,702 $977,000
Q2 2025

Aug 12, 2025
SELL
$29.52 - $35.31 $21,490 - $25,705
-728 Reduced 1.84%
38,931 $1.37 Million
Q1 2025

May 14, 2025
SELL
$32.49 - $37.99 $131,129 - $153,327
-4,036 Reduced 9.24%
39,659 $1.33 Million
Q4 2024

Feb 13, 2025
SELL
$35.45 - $40.33 $148,819 - $169,305
-4,198 Reduced 8.77%
43,695 $1.57 Million
Q3 2024

Nov 13, 2024
BUY
$32.65 - $36.69 $1.09 Million - $1.22 Million
33,327 Added 228.8%
47,893 $1.74 Million
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $33,202 - $35,852
1,027 Added 7.59%
14,566 $486,000
Q1 2024

May 14, 2024
BUY
$31.21 - $34.82 $422,552 - $471,427
13,539 New
13,539 $471,000
Q2 2023

Aug 14, 2023
SELL
$24.91 - $28.31 $6,576 - $7,473
-264 Reduced 3.22%
7,924 $224,000
Q1 2023

May 15, 2023
SELL
$25.54 - $29.71 $60,019 - $69,818
-2,350 Reduced 22.3%
8,188 $218,000
Q4 2022

Feb 14, 2023
SELL
$23.78 - $27.72 $2,282 - $2,661
-96 Reduced 0.9%
10,538 $275,000
Q3 2022

Nov 14, 2022
SELL
$23.0 - $27.75 $1,357 - $1,637
-59 Reduced 0.55%
10,634 $246,000
Q2 2022

Aug 12, 2022
BUY
$23.62 - $28.23 $252,568 - $301,863
10,693 New
10,693 $255,000

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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