Genesis Private Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Genesis Private Wealth, LLC

  • $322 Billion
  • Q4 2025

A detailed history of Genesis Private Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 84,533 shares of SDVY stock, worth $3.17 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
84,533
Previous 75,087 12.58%
Holding current value
$3.17 Million
Previous $2.85 Billion 13.47%
% of portfolio
1.01%
Previous 1.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$36.47 - $38.19 $344,495 - $360,742
9,446 Added 12.58%
84,533 $3.24 Billion
Q3 2025

Oct 08, 2025
BUY
$35.42 - $38.65 $70,379 - $76,797
1,987 Added 2.72%
75,087 $2.85 Billion
Q2 2025

Jul 17, 2025
BUY
$29.52 - $35.31 $80,323 - $96,078
2,721 Added 3.87%
73,100 $2.58 Billion
Q1 2025

Apr 23, 2025
BUY
$32.49 - $37.99 $154,230 - $180,338
4,747 Added 7.23%
70,379 $2.36 Billion
Q4 2024

Jan 17, 2025
BUY
$35.45 - $40.33 $2.33 Million - $2.65 Million
65,632 New
65,632 $2.35 Billion

Others Institutions Holding SDVY

# of Institutions
517
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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