Life Wealth Investments, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Life Wealth Investments, LLC

  • $351 Billion
  • Q3 2025

A detailed history of Life Wealth Investments, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Life Wealth Investments, LLC holds 35,459 shares of SDVY stock, worth $1.33 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
35,459
Previous 34,735 2.08%
Holding current value
$1.33 Million
Previous $1.23 Billion 10.01%
% of portfolio
0.38%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$35.42 - $38.65 $25,644 - $27,982
724 Added 2.08%
35,459 $1.35 Billion
Q2 2025

Jul 30, 2025
BUY
$29.52 - $35.31 $228,101 - $272,840
7,727 Added 28.61%
34,735 $1.23 Billion
Q1 2025

Apr 21, 2025
BUY
$32.49 - $37.99 $877,489 - $1.03 Million
27,008 New
27,008 $905 Million

Others Institutions Holding SDVY

# of Institutions
513
Shares Held
191M
Call Options Held
0
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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