Kingswood Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 20,497 shares of SDVY stock, worth $725,593. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,497
Previous 16,883 21.41%
Holding current value
$725,593
Previous $564 Million 32.32%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$32.65 - $36.69 $117,997 - $132,597
3,614 Added 21.41%
20,497 $746 Million
Q2 2024

Jul 09, 2024
BUY
$32.33 - $34.91 $47,719 - $51,527
1,476 Added 9.58%
16,883 $564 Million
Q1 2024

Apr 15, 2024
BUY
$31.21 - $34.82 $480,852 - $536,471
15,407 New
15,407 $536 Million

Others Institutions Holding SDVY

# of Institutions
407
Shares Held
133M
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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email