Kozak & Associates, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Kozak & Associates, Inc.

  • $524 Million
  • Q3 2025

A detailed history of Kozak & Associates, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kozak & Associates, Inc. holds 427 shares of SDVY stock, worth $16,008. This represents 0.0% of its overall portfolio holdings.

Number of Shares
427
Previous 426 0.23%
Holding current value
$16,008
Previous $15,000 6.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 18, 2025
BUY
$35.42 - $38.65 $35 - $38
1 Added 0.23%
427 $16,000
Q2 2025

Jul 10, 2025
BUY
$29.52 - $35.31 $29 - $35
1 Added 0.24%
426 $15,000
Q1 2025

Apr 15, 2025
BUY
$32.49 - $37.99 $64 - $75
2 Added 0.47%
425 $14,000
Q4 2024

Jan 06, 2025
BUY
$35.45 - $40.33 $106 - $120
3 Added 0.71%
423 $15,000
Q3 2024

Oct 17, 2024
BUY
$32.65 - $36.69 $32 - $36
1 Added 0.24%
420 $15,000
Q2 2024

Jul 05, 2024
BUY
$32.33 - $34.91 $64 - $69
2 Added 0.48%
419 $13,000
Q1 2024

May 17, 2024
BUY
$31.21 - $34.82 $13,014 - $14,519
417 New
417 $14,000

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
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