Legacy Capital Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Legacy Capital Wealth Partners, LLC

  • $439 Million
  • Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 16,185 shares of SDVY stock, worth $592,532. This represents 0.13% of its overall portfolio holdings.

Number of Shares
16,185
Previous 16,421 1.44%
Holding current value
$592,532
Previous $597,000 2.85%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Jan 30, 2025
SELL
$35.45 - $40.33 $8,366 - $9,517
-236 Reduced 1.44%
16,185 $580,000
Q3 2024

Nov 04, 2024
BUY
$32.65 - $36.69 $65,104 - $73,159
1,994 Added 13.82%
16,421 $597,000
Q2 2024

Aug 01, 2024
BUY
$32.33 - $34.91 $466,424 - $503,646
14,427 New
14,427 $481,000

Others Institutions Holding SDVY

# of Institutions
496
Shares Held
169M
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
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