BELLEVUE ASSET MANAGEMENT, LLC RDVY Holdings History
BELLEVUE ASSET MANAGEMENT, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, BELLEVUE ASSET MANAGEMENT, LLC held 158,537.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $9.28 Mil. This investment constitutes 5.06% of their stock portfolio, and BELLEVUE ASSET MANAGEMENT, LLC now holds 0.07% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2022Q1. And since then BELLEVUE ASSET MANAGEMENT, LLC has made 10 purchases of RDVY, at an average price of $50.93, for a total of 160,488.00 shares. In addition, there have been 3 sales at an average price of $48.37 for 1,951.00 shares. Based on historical transaction data and RDVY's current price of $63.78, BELLEVUE ASSET MANAGEMENT, LLC's estimated gain on his RDVY holdings is $2.03 Mil, reflecting a 24.85% gain to date.
BELLEVUE ASSET MANAGEMENT, LLC RDVY ($63.78) Holding Chart
BELLEVUE ASSET MANAGEMENT, LLC RDVY ($63.78) 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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