Number of Shares
106,954.00
Current Holdings Value*
$6.26 Mil
% of Portfolio
3.09%
Total Estimate Gain
$646,717.48
% of Total Estimate Gain
10.00%

Elios Financial Group Inc.'s First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary

As of 2025-03-31, Elios Financial Group Inc. held 106,954.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $6.26 Mil. This investment constitutes 3.09% of their stock portfolio, and Elios Financial Group Inc. now holds 0.05% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.

The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $60.95 for 6,733.00 shares. Based on historical transaction data and RDVY's current price of $62.66, Elios Financial Group Inc.'s estimated gain on his RDVY holdings is $646,717.48, reflecting a 10.00% gain to date.

Elios Financial Group Inc. RDVY ($62.66) Holding Chart

Elios Financial Group Inc. RDVY ($62.66) 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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