A detailed history of Purus Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Purus Wealth Management, LLC holds 49,070 shares of SDVY stock, worth $1.74 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
49,070
Previous 48,810 0.53%
Holding current value
$1.74 Million
Previous $1.63 Million 9.58%
% of portfolio
0.77%
Previous 0.73%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$32.65 - $36.69 $8,489 - $9,539
260 Added 0.53%
49,070 $1.79 Million
Q2 2024

Aug 12, 2024

BUY
$32.33 - $34.91 $5,528 - $5,969
171 Added 0.35%
48,810 $1.63 Million
Q1 2024

Apr 11, 2024

SELL
$31.21 - $34.82 $19,631 - $21,901
-629 Reduced 1.28%
48,639 $1.69 Million
Q4 2023

Jan 09, 2024

SELL
$26.48 - $33.23 $7,440 - $9,337
-281 Reduced 0.57%
49,268 $1.61 Million
Q3 2023

Oct 17, 2023

BUY
$27.7 - $30.38 $3,324 - $3,645
120 Added 0.24%
49,549 $1.4 Million
Q2 2023

Jul 21, 2023

BUY
$24.91 - $28.31 $416,121 - $472,918
16,705 Added 51.05%
49,429 $1.4 Million
Q1 2023

May 10, 2023

SELL
$25.54 - $29.71 $6,589 - $7,665
-258 Reduced 0.78%
32,724 $872,000
Q4 2022

Jan 18, 2023

BUY
$23.78 - $27.72 $9,155 - $10,672
385 Added 1.18%
32,982 $0
Q3 2022

Nov 10, 2022

SELL
$23.0 - $27.75 $1,219 - $1,470
-53 Reduced 0.16%
32,597 $754,000
Q2 2022

Jul 20, 2022

BUY
$23.62 - $28.23 $25,674 - $30,686
1,087 Added 3.44%
32,650 $780,000
Q1 2022

Apr 22, 2022

BUY
$27.17 - $30.89 $87,134 - $99,064
3,207 Added 11.31%
31,563 $880,000
Q4 2021

Jan 19, 2022

BUY
$28.58 - $30.81 $810,414 - $873,648
28,356 New
28,356 $859,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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