Econ Financial Services Corp SDVY Holdings History
Econ Financial Services Corp's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Econ Financial Services Corp held 102,189.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $3.42 Mil. This investment constitutes 1.82% of their stock portfolio, and Econ Financial Services Corp now holds 0.04% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q1. And since then Econ Financial Services Corp has made 4 purchases of SDVY, at an average price of $35.25, for a total of 106,933.00 shares. In addition, there have been 1 sales at an average price of $37.44 for 4,744.00 shares. Based on historical transaction data and SDVY's current price of $35.28, Econ Financial Services Corp's estimated gain on his SDVY holdings is $13,341.12, reflecting a 0.35% gain to date.
Econ Financial Services Corp SDVY ($35.28) Holding Chart
Econ Financial Services Corp SDVY ($35.28) 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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