Insight Inv LLC RDVY Holdings History

Number of Shares
74,854.00
Current Holdings Value*
$4.38 Mil
% of Portfolio
3.01%
Total Estimate Gain
$122,351.72
% of Total Estimate Gain
2.68%

Insight Inv LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary

As of 2025-03-31, Insight Inv LLC held 74,854.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $4.38 Mil. This investment constitutes 3.01% of their stock portfolio, and Insight Inv LLC now holds 0.03% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.

The initial trade took place in 2024Q4. And since then Insight Inv LLC has made 2 purchases of RDVY, at an average price of $61.00, for a total of 74,854.00 shares. Based on historical transaction data and RDVY's current price of $62.63, Insight Inv LLC's estimated gain on his RDVY holdings is $122,351.72, reflecting a 2.68% gain to date.

Insight Inv LLC RDVY ($62.63) Holding Chart

Insight Inv LLC RDVY ($62.63) 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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