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

Gentry Private Wealth, LLC

  • $144 Billion
  • Q3 2025

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 10,566 shares of SDVY stock, worth $396,119. This represents 0.28% of its overall portfolio holdings.

Number of Shares
10,566
Previous 14,492 27.09%
Holding current value
$396,119
Previous $511 Million 21.43%
% of portfolio
0.28%
Previous 0.39%

Shares

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

Nov 12, 2025
SELL
$35.42 - $38.65 $139,058 - $151,739
-3,926 Reduced 27.09%
10,566 $402 Million
Q2 2025

Jul 23, 2025
SELL
$29.52 - $35.31 $3,247 - $3,884
-110 Reduced 0.75%
14,492 $511 Million
Q1 2025

May 13, 2025
SELL
$32.49 - $37.99 $19,721 - $23,059
-607 Reduced 3.99%
14,602 $489 Million
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
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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