AFFINITY WEALTH MANAGEMENT LLC RDVY Holdings History
AFFINITY WEALTH MANAGEMENT LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, AFFINITY WEALTH MANAGEMENT LLC held 662,153.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $38.76 Mil. This investment constitutes 7.19% of their stock portfolio, and AFFINITY WEALTH MANAGEMENT LLC now holds 0.29% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2021Q2. And since then AFFINITY WEALTH MANAGEMENT LLC has made 9 purchases of RDVY, at an average price of $49.71, for a total of 1.23 Mil shares. In addition, there have been 5 sales at an average price of $44.13 for 567,149.00 shares. Based on historical transaction data and RDVY's current price of $63.23, AFFINITY WEALTH MANAGEMENT LLC's estimated gain on his RDVY holdings is $5.79 Mil, reflecting a 9.47% gain to date.
AFFINITY WEALTH MANAGEMENT LLC RDVY ($63.23) Holding Chart
AFFINITY WEALTH MANAGEMENT LLC RDVY ($63.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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