Spire Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024

A detailed history of Spire Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Spire Wealth Management holds 82,199 shares of SDVY stock, worth $2.89 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
82,199
Previous 76,951 6.82%
Holding current value
$2.89 Million
Previous $2.8 Million 5.25%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 24, 2025
BUY
$35.45 - $40.33 $186,041 - $211,651
5,248 Added 6.82%
82,199 $2.95 Million
Q3 2024

Oct 15, 2024
BUY
$32.65 - $36.69 $22,430 - $25,206
687 Added 0.9%
76,951 $2.8 Million
Q2 2024

Jul 31, 2024
BUY
$32.33 - $34.91 $2.44 Million - $2.64 Million
75,540 Added 10433.7%
76,264 $2.55 Million
Q1 2024

Apr 24, 2024
SELL
$31.21 - $34.82 $2.36 Million - $2.64 Million
-75,709 Reduced 99.05%
724 $25,000
Q4 2023

Feb 06, 2024
BUY
$26.48 - $33.23 $38,899 - $48,814
1,469 Added 1.96%
76,433 $2.5 Million
Q3 2023

Nov 08, 2023
BUY
$27.7 - $30.38 $191,434 - $209,956
6,911 Added 10.16%
74,964 $2.12 Million
Q2 2023

Aug 09, 2023
BUY
$24.91 - $28.31 $201,596 - $229,112
8,093 Added 13.5%
68,053 $1.93 Million
Q1 2023

May 09, 2023
BUY
$25.54 - $29.71 $1.53 Million - $1.78 Million
59,858 Added 58684.31%
59,960 $1.6 Million
Q4 2022

Feb 03, 2023
SELL
$23.78 - $27.72 $792,611 - $923,935
-33,331 Reduced 99.69%
102 $3,000
Q3 2022

Nov 07, 2022
BUY
$23.0 - $27.75 $66,355 - $80,058
2,885 Added 9.44%
33,433 $773,000
Q2 2022

Jul 22, 2022
BUY
$23.62 - $28.23 $716,229 - $856,018
30,323 Added 13476.89%
30,548 $729,000
Q1 2022

Apr 18, 2022
BUY
$27.17 - $30.89 $6,113 - $6,950
225 New
225 $6,000

Others Institutions Holding SDVY

# of Institutions
506
Shares Held
173M
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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