Catalyst Wealth Management, LLC RDVY Holdings History
Catalyst Wealth Management, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2023-03-31, Catalyst Wealth Management, LLC held 49,215.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $2.21 Mil. This investment constitutes 2.07% of their stock portfolio, and Catalyst Wealth Management, LLC now holds 0.03% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2022Q4. In addition, there have been 1 sales at an average price of $45.73 for 6,878.00 shares. Based on historical transaction data and RDVY's current price of $63.07, Catalyst Wealth Management, LLC's estimated gain on his RDVY holdings is $985,767.58, reflecting a 40.52% gain to date.
Catalyst Wealth Management, LLC RDVY ($63.07) Holding Chart
Catalyst Wealth Management, LLC 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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