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

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 15,675 shares of SDVY stock, worth $587,655. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,675
Previous 10,355 51.38%
Holding current value
$587,655
Previous $365,000 63.01%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2025
BUY
$35.42 - $38.65 $188,434 - $205,618
5,320 Added 51.38%
15,675 $595,000
Q2 2025

Jul 15, 2025
BUY
$29.52 - $35.31 $1,476 - $1,765
50 Added 0.49%
10,355 $365,000
Q1 2025

Apr 23, 2025
BUY
$32.49 - $37.99 $3,249 - $3,799
100 Added 0.98%
10,305 $345,000
Q3 2024

Oct 16, 2024
BUY
$32.65 - $36.69 $333,193 - $374,421
10,205 New
10,205 $371,000

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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, 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 Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email