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

Precedent Wealth Partners, LLC

  • $360 Billion
  • Q1 2025

A detailed history of Precedent Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 200,256 shares of SDVY stock, worth $6.28 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares
200,256
Previous 118,624 68.82%
Holding current value
$6.28 Million
Previous $4.25 Billion 57.75%
% of portfolio
1.86%
Previous 1.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$32.49 - $37.99 $2.65 Million - $3.1 Million
81,632 Added 68.82%
200,256 $6.71 Billion
Q4 2024

Jan 21, 2025
BUY
$35.45 - $40.33 $4.21 Million - $4.78 Million
118,624 New
118,624 $4.25 Billion

Others Institutions Holding SDVY

# of Institutions
511
Shares Held
175M
Call Options Held
4K
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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