GDS Wealth Management SDVY Holdings History
GDS Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, GDS Wealth Management held 190,277.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $6.37 Mil. This investment constitutes 0.54% of their stock portfolio, and GDS Wealth Management now holds 0.08% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q2. And since then GDS Wealth Management has made 3 purchases of SDVY, at an average price of $33.98, for a total of 404,829.00 shares. In addition, there have been 1 sales at an average price of $35.67 for 214,552.00 shares. Based on historical transaction data and SDVY's current price of $36.14, GDS Wealth Management's estimated gain on his SDVY holdings is $773,709.54, reflecting a 5.62% gain to date.
GDS Wealth Management SDVY ($36.14) Holding Chart
GDS Wealth Management SDVY ($36.14) 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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