Tmd Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Tmd Wealth Management, LLC

$387 Million
Q2 2024

A detailed history of Tmd Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Tmd Wealth Management, LLC holds 327,483 shares of SDVY stock, worth $11.8 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

327,483

Previous 214,290 52.82%

Holding current value

$11.8 Million

Previous $7.46 Million 46.51%

% of portfolio

2.82%

Previous 2.15%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	BUY	$32.33 - $34.91 $3.66 Million - $3.95 Million	113,193 Added 52.82%	327,483 $10.9 Million
Q1 2024 May 14, 2024	BUY	$31.21 - $34.82 $6.69 Million - $7.46 Million	214,290 New	214,290 $7.46 Million

Others Institutions Holding SDVY

# of Institutions

404

Shares Held

133M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

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Tmd Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History