IAMS WEALTH MANAGEMENT, LLC RDVY Holdings History
IAMS WEALTH MANAGEMENT, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, IAMS WEALTH MANAGEMENT, LLC held 46,284.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $2.90 Mil. This investment constitutes 1.33% of their stock portfolio, and IAMS WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2022Q4. And since then IAMS WEALTH MANAGEMENT, LLC has made 4 purchases of RDVY, at an average price of $51.80, for a total of 101,161.00 shares. In addition, there have been 6 sales at an average price of $50.49 for 54,877.00 shares. Based on historical transaction data and RDVY's current price of $64.25, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his RDVY holdings is $504,298.11, reflecting a 9.62% gain to date.
IAMS WEALTH MANAGEMENT, LLC RDVY ($64.25) Holding Chart
IAMS WEALTH MANAGEMENT, LLC RDVY ($64.25) 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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