GPS Wealth Strategies Group, LLC RDVY Holdings History
GPS Wealth Strategies Group, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, GPS Wealth Strategies Group, LLC held 212,404.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $12.43 Mil. This investment constitutes 1.68% of their stock portfolio, and GPS Wealth Strategies Group, LLC now holds 0.09% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2020Q3. And since then GPS Wealth Strategies Group, LLC has made 10 purchases of RDVY, at an average price of $55.06, for a total of 302,393.00 shares. In addition, there have been 8 sales at an average price of $45.83 for 89,989.00 shares. Based on historical transaction data and RDVY's current price of $63.28, GPS Wealth Strategies Group, LLC's estimated gain on his RDVY holdings is $914,140.33, reflecting a 5.49% gain to date.
GPS Wealth Strategies Group, LLC RDVY ($63.28) Holding Chart
GPS Wealth Strategies Group, LLC RDVY ($63.28) 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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