GENESIS PRIVATE WEALTH, LLC RDVY Holdings History
GENESIS PRIVATE WEALTH, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, GENESIS PRIVATE WEALTH, LLC held 101,759.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $6.38 Mil. This investment constitutes 3.01% of their stock portfolio, and GENESIS PRIVATE WEALTH, LLC now holds 0.04% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2024Q4. And since then GENESIS PRIVATE WEALTH, LLC has made 2 purchases of RDVY, at an average price of $60.98, for a total of 101,759.00 shares. Based on historical transaction data and RDVY's current price of $63.07, GENESIS PRIVATE WEALTH, LLC's estimated gain on his RDVY holdings is $213,173.82, reflecting a 3.44% gain to date.
GENESIS PRIVATE WEALTH, LLC RDVY ($63.07) Holding Chart
GENESIS PRIVATE WEALTH, LLC RDVY ($63.07) 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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