Golden State Wealth Management, LLC SDVY Holdings History
Golden State Wealth Management, LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Golden State Wealth Management, LLC held 294,671.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $9.87 Mil. This investment constitutes 1.47% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0.13% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2021Q4. And since then Golden State Wealth Management, LLC has made 4 purchases of SDVY, at an average price of $36.22, for a total of 294,671.00 shares. Based on historical transaction data and SDVY's current price of $36.03, Golden State Wealth Management, LLC's estimated gain on his SDVY holdings is $-56,192.02, reflecting a -0.53% gain to date.
Golden State Wealth Management, LLC SDVY ($36.03) Holding Chart
Golden State Wealth Management, LLC SDVY ($36.03) 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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