AVAII WEALTH MANAGEMENT, LLC TDIV Holdings History
AVAII WEALTH MANAGEMENT, LLC's First Trust NASDAQ Technology Dividend Index Fund Holding Summary
As of 2025-06-30, AVAII WEALTH MANAGEMENT, LLC held 107,226.00 shares of First Trust NASDAQ Technology Dividend Index Fund(TDIV), totaling $9.67 Mil. This investment constitutes 4.3% of their stock portfolio, and AVAII WEALTH MANAGEMENT, LLC now holds 0.29% of the outstanding First Trust NASDAQ Technology Dividend Index Fund(TDIV) stock.
The initial trade took place in 2024Q3. And since then AVAII WEALTH MANAGEMENT, LLC has made 3 purchases of TDIV, at an average price of $76.75, for a total of 119,115.00 shares. In addition, there have been 1 sales at an average price of $79.19 for 11,889.00 shares. Based on historical transaction data and TDIV's current price of $91.53, AVAII WEALTH MANAGEMENT, LLC's estimated gain on his TDIV holdings is $1.61 Mil, reflecting a 17.65% gain to date.
AVAII WEALTH MANAGEMENT, LLC TDIV ($91.53) Holding Chart
AVAII WEALTH MANAGEMENT, LLC TDIV ($91.53) 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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