Atlas Private Wealth Advisors RDVI Holdings History
Atlas Private Wealth Advisors's FT Vest Rising Dividend Achievers Target Income ETF Holding Summary
As of 2025-03-31, Atlas Private Wealth Advisors held 532,154.00 shares of FT Vest Rising Dividend Achievers Target Income ETF(RDVI), totaling $12.62 Mil. This investment constitutes 1.77% of their stock portfolio, and Atlas Private Wealth Advisors now holds 0.7% of the outstanding FT Vest Rising Dividend Achievers Target Income ETF(RDVI) stock.
The initial trade took place in 2023Q2. And since then Atlas Private Wealth Advisors has made 7 purchases of RDVI, at an average price of $24.51, for a total of 544,059.00 shares. In addition, there have been 1 sales at an average price of $23.11 for 11,905.00 shares. Based on historical transaction data and RDVI's current price of $24.81, Atlas Private Wealth Advisors's estimated gain on his RDVI holdings is $142,023.31, reflecting a 1.06% gain to date.
Atlas Private Wealth Advisors RDVI ($24.81) Holding Chart
Atlas Private Wealth Advisors RDVI ($24.81) 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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