Householder Group Estate & Retirement Specialist, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 3,169 shares of SDVY stock, worth $118,045. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,169

Previous 2,653 19.45%

Holding current value

$118,045

Previous $96,000 17.71%

% of portfolio

0.08%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$35.45 - $40.33 $18,292 - $20,810	516 Added 19.45%	3,169 $113,000
Q3 2024 Oct 18, 2024	BUY	$32.65 - $36.69 $70,197 - $78,883	2,150 Added 427.44%	2,653 $96,000
Q2 2024 Jul 17, 2024	BUY	$32.33 - $34.91 $4,493 - $4,852	139 Added 38.19%	503 $16,000
Q1 2024 May 03, 2024	BUY	$31.21 - $34.82 $936 - $1,044	30 Added 8.98%	364 $12,000
Q4 2023 Jan 23, 2024	BUY	$26.48 - $33.23 $847 - $1,063	32 Added 10.6%	334 $10,000
Q3 2023 Oct 10, 2023	BUY	$27.7 - $30.38 $470 - $516	17 Added 5.96%	302 $8,000
Q1 2023 Apr 13, 2023	BUY	$25.54 - $29.71 $7,278 - $8,467	285 New	285 $8,000
Q3 2022 Oct 11, 2022	BUY	$23.0 - $27.75 $8,165 - $9,851	355 New	355 $8,000

Others Institutions Holding SDVY

# of Institutions

501

Shares Held

173M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

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Householder Group Estate & Retirement Specialist, LLC First Tr ETF Vi Smid Cap Risin Transaction History