Hidden Cove Wealth Management, LLC RDVY Holdings History
Number of Shares
21,990.00
Current Holdings Value*
$1.38 Mil
% of Portfolio
1%
Total Estimate Gain
$-45,274.85
% of Total Estimate Gain
-1.04%
Hidden Cove Wealth Management, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, Hidden Cove Wealth Management, LLC held 21,990.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $1.38 Mil. This investment constitutes 1% of their stock portfolio, and Hidden Cove Wealth Management, LLC now holds 0.01% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $58.92 for 49,342.00 shares. Based on historical transaction data and RDVY's current price of $63.78, Hidden Cove Wealth Management, LLC's estimated gain on his RDVY holdings is $-45,274.85, reflecting a -1.04% gain to date.
Hidden Cove Wealth Management, LLC RDVY ($63.78) Holding Chart
Hidden Cove Wealth Management, LLC RDVY ($63.78) 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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