Golden State Wealth Management, LLC RDVY Holdings History
Golden State Wealth Management, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Golden State Wealth Management, LLC held 172,932.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $10.12 Mil. This investment constitutes 1.5% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0.07% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2020Q3. And since then Golden State Wealth Management, LLC has made 7 purchases of RDVY, at an average price of $56.76, for a total of 179,370.00 shares. In addition, there have been 2 sales at an average price of $37.95 for 6,438.00 shares. Based on historical transaction data and RDVY's current price of $64.05, Golden State Wealth Management, LLC's estimated gain on his RDVY holdings is $1.14 Mil, reflecting a 11.20% gain to date.
Golden State Wealth Management, LLC RDVY ($64.05) Holding Chart
Golden State Wealth Management, LLC RDVY ($64.05) 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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