Aprio Wealth Management, LLC TDIV Holdings History
Aprio Wealth Management, LLC's First Trust NASDAQ Technology Dividend Index Fund Holding Summary
As of 2025-03-31, Aprio Wealth Management, LLC held 283,764.00 shares of First Trust NASDAQ Technology Dividend Index Fund(TDIV), totaling $20.89 Mil. This investment constitutes 2.62% of their stock portfolio, and Aprio Wealth Management, LLC now holds 0.78% of the outstanding First Trust NASDAQ Technology Dividend Index Fund(TDIV) stock.
The initial trade took place in 2022Q1. And since then Aprio Wealth Management, LLC has made 11 purchases of TDIV, at an average price of $65.00, for a total of 313,009.00 shares. In addition, there have been 2 sales at an average price of $56.78 for 29,245.00 shares. Based on historical transaction data and TDIV's current price of $91.53, Aprio Wealth Management, LLC's estimated gain on his TDIV holdings is $7.29 Mil, reflecting a 35.83% gain to date.
Aprio Wealth Management, LLC TDIV ($91.53) Holding Chart
Aprio 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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