Golden State Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 249,404 shares of SDVY stock, worth $9.38 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
249,404
Previous 33,709 639.87%
Holding current value
$9.38 Million
Previous $939,000 952101.7%
% of portfolio
1.34%
Previous 0.18%

Shares

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

Jan 28, 2025
BUY
$35.45 - $40.33 $7.65 Million - $8.7 Million
215,695 Added 639.87%
249,404 $8.94 Billion
Q1 2022

May 19, 2022
BUY
$27.17 - $30.89 $915,873 - $1.04 Million
33,709 New
33,709 $939,000
Q1 2022

May 16, 2022
SELL
$27.17 - $30.89 $366,550 - $416,736
-13,491 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$28.58 - $30.81 $385,572 - $415,657
13,491 New
13,491 $409,000

Others Institutions Holding SDVY

# of Institutions
436
Shares Held
138M
Call Options Held
6.7K
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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