Ep Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 17,242 shares of SDVY stock, worth $646,402. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,242
Holding current value
$646,402
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$29.52 - $35.31 $508,983 - $608,815
17,242 New
17,242 $608,000

Others Institutions Holding SDVY

# of Institutions
514
Shares Held
192M
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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