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

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

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 305,271 shares of SDVY stock, worth $11.4 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
305,271
Previous 303,184 0.69%
Holding current value
$11.4 Million
Previous $10.7 Billion 8.51%
% of portfolio
1.28%
Previous 1.3%

Shares

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

Nov 03, 2025
BUY
$35.42 - $38.65 $73,921 - $80,662
2,087 Added 0.69%
305,271 $11.6 Billion
Q2 2025

Aug 06, 2025
BUY
$29.52 - $35.31 $251,303 - $300,594
8,513 Added 2.89%
303,184 $10.7 Billion
Q1 2025

Apr 24, 2025
SELL
$32.49 - $37.99 $7.53 Million - $8.8 Million
-231,683 Reduced 44.02%
294,671 $9.87 Billion
Q1 2025

Apr 23, 2025
BUY
$32.49 - $37.99 $9 Million - $10.5 Million
276,950 Added 111.04%
526,354 $17.6 Million
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
513
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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