A detailed history of Simplicity Wealth,Llc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Simplicity Wealth,Llc holds 79,600 shares of SDVY stock, worth $2.94 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
79,600
Holding current value
$2.94 Million
% of portfolio
0.62%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$35.45 - $40.33 $2.82 Million - $3.21 Million
79,600 New
79,600 $2.85 Million

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.