Cherry Creek Investment Advisors, Inc. SDVY Holdings History
Cherry Creek Investment Advisors, Inc.'s First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Cherry Creek Investment Advisors, Inc. held 62,204.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $2.08 Mil. This investment constitutes 1.08% of their stock portfolio, and Cherry Creek Investment Advisors, Inc. now holds 0.03% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2022Q1. And since then Cherry Creek Investment Advisors, Inc. has made 11 purchases of SDVY, at an average price of $29.67, for a total of 92,704.00 shares. In addition, there have been 2 sales at an average price of $35.21 for 30,500.00 shares. Based on historical transaction data and SDVY's current price of $36.25, Cherry Creek Investment Advisors, Inc.'s estimated gain on his SDVY holdings is $578,201.35, reflecting a 21.02% gain to date.
Cherry Creek Investment Advisors, Inc. SDVY ($36.25) Holding Chart
Cherry Creek Investment Advisors, Inc. SDVY ($36.25) 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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