Daymark Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Daymark Wealth Partners, LLC

  • $2.79 Billion
  • Q3 2025

A detailed history of Daymark Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 217,359 shares of SDVY stock, worth $8.15 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
217,359
Previous 197,707 9.94%
Holding current value
$8.15 Million
Previous $6.98 Million 18.47%
% of portfolio
0.3%
Previous 0.28%

Shares

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

Oct 22, 2025
BUY
$35.42 - $38.65 $696,073 - $759,549
19,652 Added 9.94%
217,359 $8.26 Million
Q2 2025

Aug 04, 2025
SELL
$29.52 - $35.31 $5.31 Million - $6.35 Million
-179,973 Reduced 47.65%
197,707 $6.98 Million
Q1 2025

Apr 14, 2025
SELL
$32.49 - $37.99 $785,218 - $918,142
-24,168 Reduced 6.01%
377,680 $12.6 Million
Q4 2024

Jan 17, 2025
BUY
$35.45 - $40.33 $7.87 Million - $8.95 Million
221,992 Added 123.43%
401,848 $14.4 Million
Q3 2024

Oct 08, 2024
BUY
$32.65 - $36.69 $548,454 - $616,318
16,798 Added 10.3%
179,856 $6.54 Million
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $4.65 Million - $5.02 Million
143,736 Added 743.9%
163,058 $5.44 Million
Q1 2024

Apr 10, 2024
BUY
$31.21 - $34.82 $315,064 - $351,507
10,095 Added 109.41%
19,322 $672,000
Q4 2023

Jan 09, 2024
BUY
$26.48 - $33.23 $244,330 - $306,613
9,227 New
9,227 $302,000

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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