Five Pine Wealth Management RDVY Holdings History
Five Pine Wealth Management's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, Five Pine Wealth Management held 83,835.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $5.26 Mil. This investment constitutes 3.89% of their stock portfolio, and Five Pine Wealth Management now holds 0.03% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2024Q4. And since then Five Pine Wealth Management has made 1 purchases of RDVY, at an average price of $61.03, for a total of 84,070.00 shares. In addition, there have been 1 sales at an average price of $60.78 for 235.00 shares. Based on historical transaction data and RDVY's current price of $63.78, Five Pine Wealth Management's estimated gain on his RDVY holdings is $230,551.06, reflecting a 4.49% gain to date.
Five Pine Wealth Management RDVY ($63.78) Holding Chart
Five Pine Wealth Management RDVY ($63.78) 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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