Koshinski Asset Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Koshinski Asset Management, Inc.

$1.13 Billion
Q3 2024

A detailed history of Koshinski Asset Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Koshinski Asset Management, Inc. holds 47,403 shares of SDVY stock, worth $1.7 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

47,403

Previous 41,722 13.62%

Holding current value

$1.7 Million

Previous $1.39 Million 23.85%

% of portfolio

0.15%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$32.65 - $36.69 $185,484 - $208,435	5,681 Added 13.62%	47,403 $1.72 Million
Q2 2024 Jul 12, 2024	BUY	$32.33 - $34.91 $49,076 - $52,993	1,518 Added 3.78%	41,722 $1.39 Million
Q1 2024 May 08, 2024	SELL	$31.21 - $34.82 $709,216 - $791,249	-22,724 Reduced 36.11%	40,204 $1.4 Million
Q4 2023 Jan 29, 2024	BUY	$26.48 - $33.23 $627,284 - $787,185	23,689 Added 60.37%	62,928 $2.06 Million
Q3 2023 Oct 18, 2023	SELL	$27.7 - $30.38 $45,760 - $50,187	-1,652 Reduced 4.04%	39,239 $1.11 Million
Q2 2023 Jul 28, 2023	SELL	$24.91 - $28.31 $512,622 - $582,591	-20,579 Reduced 33.48%	40,891 $1.16 Million
Q1 2023 Apr 12, 2023	SELL	$25.54 - $29.71 $22,219 - $25,847	-870 Reduced 1.4%	61,470 $1.64 Million
Q4 2022 Jan 24, 2023	SELL	$23.78 - $27.72 $185,769 - $216,548	-7,812 Reduced 11.14%	62,340 $0
Q3 2022 Oct 18, 2022	BUY	$23.0 - $27.75 $7,337 - $8,852	319 Added 0.46%	70,152 $1.62 Million
Q2 2022 Jul 12, 2022	BUY	$23.62 - $28.23 $670,973 - $801,929	28,407 Added 68.57%	69,833 $1.67 Million
Q1 2022 Apr 20, 2022	BUY	$27.17 - $30.89 $179,267 - $203,812	6,598 Added 18.94%	41,426 $1.15 Billion
Q4 2021 Jan 14, 2022	BUY	$28.58 - $30.81 $948,084 - $1.02 Million	33,173 Added 2004.41%	34,828 $1.06 Billion
Q3 2021 Oct 12, 2021	BUY	$27.62 - $30.12 $45,711 - $49,848	1,655 New	1,655 $46,000

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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Koshinski Asset Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History