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

Iron Bridge Private Wealth, LLC

  • $260 Million
  • Q4 2024

A detailed history of Iron Bridge Private Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Iron Bridge Private Wealth, LLC holds 75,376 shares of SDVY stock, worth $2.36 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
75,376
Previous 70,583 6.79%
Holding current value
$2.36 Million
Previous $2.57 Million 5.26%
% of portfolio
1.04%
Previous 1.01%

Shares

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

Feb 13, 2025
BUY
$35.45 - $40.33 $169,911 - $193,301
4,793 Added 6.79%
75,376 $2.7 Million
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.69 $2.3 Million - $2.59 Million
70,583 New
70,583 $2.57 Million

Others Institutions Holding SDVY

# of Institutions
511
Shares Held
175M
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
Track This Portfolio

Track Iron Bridge Private Wealth, LLC Portfolio

Follow Iron Bridge Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Bridge Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Bridge Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email