Guided Capital Wealth Management, LLC RDVY Holdings History
Guided Capital Wealth Management, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, Guided Capital Wealth Management, LLC held 134,022.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $8.41 Mil. This investment constitutes 6.48% of their stock portfolio, and Guided Capital Wealth Management, LLC now holds 0.06% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2024Q4. And since then Guided Capital Wealth Management, LLC has made 1 purchases of RDVY, at an average price of $61.04, for a total of 136,030.00 shares. In addition, there have been 1 sales at an average price of $58.81 for 2,008.00 shares. Based on historical transaction data and RDVY's current price of $63.07, Guided Capital Wealth Management, LLC's estimated gain on his RDVY holdings is $267,064.60, reflecting a 3.22% gain to date.
Guided Capital Wealth Management, LLC RDVY ($63.07) Holding Chart
Guided Capital Wealth Management, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
