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

Partners Wealth Management, LLC

  • $101 Billion
  • Q3 2025

A detailed history of Partners Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Partners Wealth Management, LLC holds 26,508 shares of SDVY stock, worth $993,784. This represents 0.99% of its overall portfolio holdings.

Number of Shares
26,508
Previous 26,174 1.28%
Holding current value
$993,784
Previous $882 Million 14.22%
% of portfolio
0.99%
Previous 1.0%

Shares

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

Oct 29, 2025
BUY
$35.42 - $38.65 $11,830 - $12,909
334 Added 1.28%
26,508 $1.01 Billion
Q4 2024

Feb 04, 2025
BUY
$35.45 - $40.33 $927,868 - $1.06 Million
26,174 New
26,174 $938 Million

Others Institutions Holding SDVY

# of Institutions
514
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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