Stonehaven Wealth & Tax Solutions, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 170,364 shares of SDVY stock, worth $6.39 Million. This represents 5.99% of its overall portfolio holdings.

Number of Shares
170,364
Previous 169,391 0.57%
Holding current value
$6.39 Million
Previous $5.98 Billion 8.38%
% of portfolio
5.99%
Previous 5.83%

Shares

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

Nov 13, 2025
BUY
$35.42 - $38.65 $34,463 - $37,606
973 Added 0.57%
170,364 $6.48 Billion
Q2 2025

Aug 14, 2025
BUY
$29.52 - $35.31 $135,585 - $162,178
4,593 Added 2.79%
169,391 $5.98 Billion
Q1 2025

May 15, 2025
BUY
$32.49 - $37.99 $1.83 Million - $2.15 Million
56,464 Added 52.12%
164,798 $5.52 Billion
Q4 2024

Feb 13, 2025
BUY
$35.45 - $40.33 $3.84 Million - $4.37 Million
108,334 New
108,334 $3.88 Billion

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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