Gps Wealth Strategies Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Gps Wealth Strategies Group, LLC

$726 Million
Q3 2024

A detailed history of Gps Wealth Strategies Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 110,628 shares of SDVY stock, worth $3.96 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

110,628

Previous 109,316 1.2%

Holding current value

$3.96 Million

Previous $3.65 Million 10.31%

% of portfolio

0.55%

Previous 0.56%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$32.65 - $36.69 $42,836 - $48,137	1,312 Added 1.2%	110,628 $4.02 Million
Q2 2024 Jul 16, 2024	BUY	$32.33 - $34.91 $203,194 - $219,409	6,285 Added 6.1%	109,316 $3.65 Million
Q1 2024 Apr 30, 2024	BUY	$31.21 - $34.82 $530,070 - $591,382	16,984 Added 19.74%	103,031 $3.59 Million
Q4 2023 Jan 12, 2024	SELL	$26.48 - $33.23 $14,484 - $18,176	-547 Reduced 0.63%	86,047 $2.82 Million
Q3 2023 Oct 25, 2023	BUY	$27.7 - $30.38 $43,322 - $47,514	1,564 Added 1.84%	86,594 $2.44 Million
Q2 2023 Jul 17, 2023	BUY	$24.91 - $28.31 $141,638 - $160,970	5,686 Added 7.17%	85,030 $2.41 Million
Q1 2023 Apr 17, 2023	BUY	$25.54 - $29.71 $2.03 Million - $2.36 Million	79,344 New	79,344 $2.11 Million
Q2 2022 Jul 19, 2022	SELL	$23.62 - $28.23 $5,338 - $6,379	-226 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$27.17 - $30.89 $27 - $30	1 Added 0.44%	226 $6,000
Q4 2021 Feb 11, 2022	BUY	$28.58 - $30.81 $6,430 - $6,932	225 New	225 $7,000

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
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Gps Wealth Strategies Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History