Castle Financial & Retirement Planning Associates, Inc. RDVY Holdings History
Castle Financial & Retirement Planning Associates, Inc.'s First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2021-12-31, Castle Financial & Retirement Planning Associates, Inc. held 37,148.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $1.91 Mil. This investment constitutes 6.47% of their stock portfolio, and Castle Financial & Retirement Planning Associates, Inc. now holds 0.02% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2021Q4. Based on historical transaction data and RDVY's current price of $63.07, Castle Financial & Retirement Planning Associates, Inc.'s estimated gain on his RDVY holdings is $473,265.52, reflecting a 25.31% gain to date.
Castle Financial & Retirement Planning Associates, Inc. RDVY ($63.07) Holding Chart
Castle Financial & Retirement Planning Associates, Inc. RDVY ($63.07) 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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