Ipsen Advisor Group LLC SDVY Holdings History
Ipsen Advisor Group LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Ipsen Advisor Group LLC held 54,211.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $1.82 Mil. This investment constitutes 1.56% of their stock portfolio, and Ipsen Advisor Group LLC now holds 0.02% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q4. And since then Ipsen Advisor Group LLC has made 2 purchases of SDVY, at an average price of $37.25, for a total of 54,211.00 shares. Based on historical transaction data and SDVY's current price of $36.14, Ipsen Advisor Group LLC's estimated gain on his SDVY holdings is $-60,362.29, reflecting a -2.99% gain to date.
Ipsen Advisor Group LLC SDVY ($36.14) Holding Chart
Ipsen Advisor Group LLC SDVY ($36.14) 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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