Pinnacle Wealth Management Advisory Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.3 Billion
Q3 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 161,572 shares of SDVY stock, worth $6.06 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

161,572

Previous 114,297 41.36%

Holding current value

$6.06 Million

Previous $4.03 Million 52.33%

% of portfolio

0.47%

Previous 0.34%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$35.42 - $38.65 $1.67 Million - $1.83 Million	47,275 Added 41.36%	161,572 $6.14 Million
Q2 2025 Aug 07, 2025	BUY	$29.52 - $35.31 $736,524 - $880,984	24,950 Added 27.92%	114,297 $4.03 Million
Q1 2025 May 07, 2025	BUY	$32.49 - $37.99 $2.44 Million - $2.85 Million	74,947 Added 520.47%	89,347 $2.99 Million
Q4 2024 Jan 30, 2025	BUY	$35.45 - $40.33 $510,480 - $580,752	14,400 New	14,400 $516,000

Others Institutions Holding SDVY

# of Institutions

517

Shares Held

192M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Pinnacle Wealth Management Advisory Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History