Tyler Stone Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History

Tyler Stone Wealth Management

$535 Million
Q4 2024

A detailed history of Tyler Stone Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Tyler Stone Wealth Management holds 36,274 shares of SDVY stock, worth $1.14 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

36,274

Previous 31,817 14.01%

Holding current value

$1.14 Million

Previous $1.16 Million 12.36%

% of portfolio

0.24%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$35.45 - $40.33 $158,000 - $179,750	4,457 Added 14.01%	36,274 $1.3 Million
Q3 2024 Nov 04, 2024	BUY	$32.65 - $36.69 $526,415 - $591,552	16,123 Added 102.73%	31,817 $1.16 Million
Q2 2024 Aug 14, 2024	BUY	$32.33 - $34.91 $10,862 - $11,729	336 Added 2.19%	15,694 $523,000
Q1 2024 May 15, 2024	BUY	$31.21 - $34.82 $45,285 - $50,523	1,451 Added 10.43%	15,358 $534,000
Q4 2023 Feb 14, 2024	BUY	$26.48 - $33.23 $16,258 - $20,403	614 Added 4.62%	13,907 $455,000
Q3 2023 Nov 14, 2023	BUY	$27.7 - $30.38 $41,162 - $45,144	1,486 Added 12.59%	13,293 $375,000
Q2 2023 Aug 14, 2023	BUY	$24.91 - $28.31 $122,108 - $138,775	4,902 Added 70.99%	11,807 $334,000
Q4 2022 Feb 14, 2023	BUY	$23.78 - $27.72 $164,200 - $191,406	6,905 New	6,905 $180,000

Others Institutions Holding SDVY

# of Institutions

511

Shares Held

175M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.

Account

Tyler Stone Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History