Ascension Capital Advisors, Inc. FDV Holdings History
Ascension Capital Advisors, Inc.'s Federated Hermes U.S. Strategic Dividend ETF Holding Summary
As of 2025-03-31, Ascension Capital Advisors, Inc. held 1.12 Mil shares of Federated Hermes U.S. Strategic Dividend ETF(FDV), totaling $31.55 Mil. This investment constitutes 14.41% of their stock portfolio, and Ascension Capital Advisors, Inc. now holds 9.48% of the outstanding Federated Hermes U.S. Strategic Dividend ETF(FDV) stock.
The initial trade took place in 2023Q1. And since then Ascension Capital Advisors, Inc. has made 8 purchases of FDV, at an average price of $25.17, for a total of 1.12 Mil shares. In addition, there have been 1 sales at an average price of $23.74 for 821.00 shares. Based on historical transaction data and FDV's current price of $28.47, Ascension Capital Advisors, Inc.'s estimated gain on his FDV holdings is $3.70 Mil, reflecting a 13.12% gain to date.
Ascension Capital Advisors, Inc. FDV ($28.47) Holding Chart
Ascension Capital Advisors, Inc. FDV ($28.47) 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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