Proactive Wealth Strategies LLC First Tr ETF Vi Smid Cap Risin Transaction History

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 56,918 shares of SDVY stock, worth $2.13 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
56,918
Previous 57,031 0.2%
Holding current value
$2.13 Million
Previous $2.01 Million 7.55%
% of portfolio
1.01%
Previous 0.95%

Shares

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

Nov 05, 2025
SELL
$35.42 - $38.65 $4,002 - $4,367
-113 Reduced 0.2%
56,918 $2.16 Million
Q2 2025

Aug 13, 2025
SELL
$29.52 - $35.31 $3,158 - $3,778
-107 Reduced 0.19%
57,031 $2.01 Million
Q1 2025

Apr 23, 2025
SELL
$32.49 - $37.99 $7,602 - $8,889
-234 Reduced 0.41%
57,138 $1.91 Million
Q4 2024

Jan 31, 2025
SELL
$35.45 - $40.33 $657,455 - $747,960
-18,546 Reduced 24.43%
57,372 $2.06 Million
Q3 2024

Nov 04, 2024
BUY
$32.65 - $36.69 $2.48 Million - $2.79 Million
75,918 New
75,918 $2.76 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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