IMG Wealth Management, Inc. SDVY Holdings History
IMG Wealth Management, Inc.'s First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, IMG Wealth Management, Inc. held 106,147.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $3.56 Mil. This investment constitutes 3.19% of their stock portfolio, and IMG Wealth Management, Inc. now holds 0.05% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q4. And since then IMG Wealth Management, Inc. has made 1 purchases of SDVY, at an average price of $37.39, for a total of 106,147.00 shares. Based on historical transaction data and SDVY's current price of $36.60, IMG Wealth Management, Inc.'s estimated gain on his SDVY holdings is $-84,440.90, reflecting a -2.13% gain to date.
IMG Wealth Management, Inc. SDVY ($36.60) Holding Chart
IMG Wealth Management, Inc. SDVY ($36.60) 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
