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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