SDVY
FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
Total trades
1
Buys
1
Sells
0
Politicians
1
Est. volume
~$8K
D / R split
0 / 1
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Who traded SDVY
| Politician | Asset | Trade | Amount | Traded | Disclosed |
|---|---|---|---|---|---|
| Scott Scott Franklin Rhouse· FL18· Spouse | SDVY FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. | ▲ Buy | $1,001 - $15,000 | Aug 7, 2024 | May 19, 2025 1y ago285d lag |