Collaborative Wealth Managment Inc. SDVY Holdings History
Collaborative Wealth Managment Inc.'s First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Collaborative Wealth Managment Inc. held 34,185.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $1.15 Mil. This investment constitutes 0.54% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0.01% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q1. And since then Collaborative Wealth Managment Inc. has made 5 purchases of SDVY, at an average price of $34.47, for a total of 34,185.00 shares. Based on historical transaction data and SDVY's current price of $36.23, Collaborative Wealth Managment Inc.'s estimated gain on his SDVY holdings is $60,325.27, reflecting a 5.12% gain to date.
Collaborative Wealth Managment Inc. SDVY ($36.23) Holding Chart
Collaborative Wealth Managment Inc. SDVY ($36.23) 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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