Laidlaw Wealth Management LLC First Tr ETF Vi Smid Cap Risin Transaction History

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 53,485 shares of SDVY stock, worth $1.97 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

53,485

Previous 42,980 24.44%

Holding current value

$1.97 Million

Previous $1.56 Million 22.65%

% of portfolio

0.72%

Previous 0.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$35.45 - $40.33 $372,402 - $423,666	10,505 Added 24.44%	53,485 $1.92 Million
Q3 2024 Nov 12, 2024	BUY	$32.65 - $36.69 $34,609 - $38,891	1,060 Added 2.53%	42,980 $1.56 Million
Q2 2024 Aug 01, 2024	BUY	$32.33 - $34.91 $5,819 - $6,283	180 Added 0.43%	41,920 $1.4 Million
Q1 2024 May 15, 2024	BUY	$31.21 - $34.82 $611,029 - $681,705	19,578 Added 88.34%	41,740 $1.45 Million
Q4 2023 Feb 12, 2024	SELL	$26.48 - $33.23 $61,115 - $76,694	-2,308 Reduced 9.43%	22,162 $726,000
Q3 2023 Nov 13, 2023	BUY	$27.7 - $30.38 $677,819 - $743,398	24,470 New	24,470 $690,000

Others Institutions Holding SDVY

# of Institutions

457

Shares Held

153M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Laidlaw Wealth Management LLC First Tr ETF Vi Smid Cap Risin Transaction History