Whipplewood Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Whipplewood Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 5,105 shares of SDVY stock, worth $191,386. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,105
Previous 8,368 38.99%
Holding current value
$191,386
Previous $295 Million 34.26%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Nov 06, 2025
SELL
$35.42 - $38.65 $115,575 - $126,114
-3,263 Reduced 38.99%
5,105 $194 Million
Q2 2025

Jul 31, 2025
BUY
$29.52 - $35.31 $531 - $635
18 Added 0.22%
8,368 $295 Million
Q1 2025

Apr 09, 2025
SELL
$32.49 - $37.99 $590,538 - $690,506
-18,176 Reduced 68.52%
8,350 $896 Million
Q4 2024

Feb 04, 2025
BUY
$35.45 - $40.33 $940,346 - $1.07 Million
26,526 New
26,526 $951 Million

Others Institutions Holding SDVY

# of Institutions
513
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
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email