Chris Bulman Inc RDVY Holdings History

Number of Shares
85,278.00
Current Holdings Value*
$5.35 Mil
% of Portfolio
3.05%
Total Estimate Gain
$331,775.04
% of Total Estimate Gain
6.57%

Chris Bulman Inc's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary

As of 2025-06-30, Chris Bulman Inc held 85,278.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $5.35 Mil. This investment constitutes 3.05% of their stock portfolio, and Chris Bulman Inc now holds 0.04% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.

The initial trade took place in 2024Q3. And since then Chris Bulman Inc has made 4 purchases of RDVY, at an average price of $59.18, for a total of 85,278.00 shares. Based on historical transaction data and RDVY's current price of $63.07, Chris Bulman Inc's estimated gain on his RDVY holdings is $331,775.04, reflecting a 6.57% gain to date.

Chris Bulman Inc RDVY ($63.07) Holding Chart

Chris Bulman 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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