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

National Asset Management, Inc.

$4.29 Billion
Q1 2024

A detailed history of National Asset Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, National Asset Management, Inc. holds 19,338 shares of SDVY stock, worth $639,701. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,338

Previous 34,027 43.17%

Holding current value

$639,701

Previous $1.12 Million 39.64%

% of portfolio

0.02%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 16, 2024	SELL	$31.21 - $34.82 $458,443 - $511,470	-14,689 Reduced 43.17%	19,338 $673,000
Q4 2023 Mar 15, 2024	BUY	$26.48 - $33.23 $388,964 - $488,115	14,689 Added 75.96%	34,027 $1.12 Million
Q3 2023 Dec 01, 2023	BUY	$27.7 - $30.38 $25,013 - $27,433	903 Added 4.9%	19,338 $545,000
Q2 2023 Jul 27, 2023	SELL	$24.91 - $28.31 $2,316 - $2,632	-93 Reduced 0.5%	18,435 $521,000
Q1 2023 May 17, 2023	SELL	$25.54 - $29.71 $21,198 - $24,659	-830 Reduced 4.29%	18,528 $493,000

Q4 2022 Feb 21, 2023	SELL	$25.42 - $27.72 $93,571 - $102,037	-3,681 Reduced 15.98%	19,358 $504,000
Q3 2022 Nov 14, 2022	SELL	$23.34 - $27.75 $6,605 - $7,853	-283 Reduced 1.21%	23,039 $533,000
Q2 2022 Aug 12, 2022	BUY	$23.62 - $28.23 $82,173 - $98,212	3,479 Added 17.53%	23,322 $557,000
Q1 2022 May 02, 2022	BUY	$27.17 - $30.89 $539,134 - $612,950	19,843 New	19,843 $554,000

Others Institutions Holding SDVY

# of Institutions

308

Shares Held

90.1M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

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