Number of Shares
46,284.00
Current Holdings Value*
$2.90 Mil
% of Portfolio
1.33%
Total Estimate Gain
$482,544.63
% of Total Estimate Gain
9.21%

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 $63.78, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his RDVY holdings is $482,544.63, reflecting a 9.21% gain to date.

IAMS WEALTH MANAGEMENT, LLC RDVY ($63.78) Holding Chart

IAMS 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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