American Institute For Advanced Investment Management, LLP SDVY Holdings History
American Institute for Advanced Investment Management, LLP's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, American Institute for Advanced Investment Managem held 13,490.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $451,930.00. This investment constitutes 0.34% of their stock portfolio, and American Institute for Advanced Investment Managem now holds 0.01% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q4. And since then American Institute for Advanced Investment Management, LLP has made 1 purchases of SDVY, at an average price of $37.44, for a total of 27,813.00 shares. In addition, there have been 1 sales at an average price of $35.67 for 14,323.00 shares. Based on historical transaction data and SDVY's current price of $36.03, American Institute for Advanced Investment Management, LLP's estimated gain on his SDVY holdings is $-44,372.61, reflecting a -4.26% gain to date.
American Institute for Advanced Investment Management, LLP SDVY ($36.03) Holding Chart
American Institute for Advanced Investment Management, LLP SDVY ($36.03) 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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