Accel Wealth Management RDVY Holdings History
Accel Wealth Management's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Accel Wealth Management held 59,623.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $3.49 Mil. This investment constitutes 1.26% of their stock portfolio, and Accel Wealth Management now holds 0.03% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2020Q4. And since then Accel Wealth Management has made 14 purchases of RDVY, at an average price of $51.02, for a total of 65,310.00 shares. In addition, there have been 3 sales at an average price of $44.10 for 5,687.00 shares. Based on historical transaction data and RDVY's current price of $63.05, Accel Wealth Management's estimated gain on his RDVY holdings is $677,710.44, reflecting a 20.34% gain to date.
Accel Wealth Management RDVY ($63.05) Holding Chart
Accel Wealth Management RDVY ($63.05) 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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