Concentrum Wealth Management SDVY Holdings History
Concentrum Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Concentrum Wealth Management held 49,649.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $1.66 Mil. This investment constitutes 0.62% of their stock portfolio, and Concentrum Wealth Management now holds 0.02% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q4. And since then Concentrum Wealth Management has made 2 purchases of SDVY, at an average price of $36.11, for a total of 49,649.00 shares. Based on historical transaction data and SDVY's current price of $35.61, Concentrum Wealth Management's estimated gain on his SDVY holdings is $-25,003.05, reflecting a -1.39% gain to date.
Concentrum Wealth Management SDVY ($35.61) Holding Chart
Concentrum Wealth Management SDVY ($35.61) 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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