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

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 26,125 shares of SDVY stock, worth $979,426. This represents 0.07% of its overall portfolio holdings.

Number of Shares
26,125
Previous 36,704 28.82%
Holding current value
$979,426
Previous $1.29 Million 23.26%
% of portfolio
0.07%
Previous 0.1%

Shares

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

Oct 27, 2025
SELL
$35.42 - $38.65 $374,708 - $408,878
-10,579 Reduced 28.82%
26,125 $993,000
Q2 2025

Jul 28, 2025
BUY
$29.52 - $35.31 $6,051 - $7,238
205 Added 0.56%
36,704 $1.29 Million
Q1 2025

May 09, 2025
BUY
$32.49 - $37.99 $174,276 - $203,778
5,364 Added 17.23%
36,499 $1.22 Million
Q4 2024

Jan 30, 2025
BUY
$35.45 - $40.33 $1.1 Million - $1.26 Million
31,135 New
31,135 $1.12 Million

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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