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

Gentry Private Wealth, LLC

  • $24 Billion
  • Q4 2024

A detailed history of Gentry Private Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 15,209 shares of SDVY stock, worth $507,828. This represents 2.27% of its overall portfolio holdings.

Number of Shares
15,209
Previous 18,082 15.89%
Holding current value
$507,828
Previous $658 Million 17.11%
% of portfolio
2.27%
Previous 0.54%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$35.45 - $40.33 $101,847 - $115,868
-2,873 Reduced 15.89%
15,209 $545 Million
Q3 2024

Nov 12, 2024
BUY
$32.65 - $36.69 $590,377 - $663,428
18,082 New
18,082 $658 Million

Others Institutions Holding SDVY

# of Institutions
511
Shares Held
174M
Call Options Held
4K
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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