Legacy Capital Wealth Partners, LLC RDVY Holdings History
Legacy Capital Wealth Partners, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Legacy Capital Wealth Partners, LLC held 167,108.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $9.39 Mil. This investment constitutes 2.31% of their stock portfolio, and Legacy Capital Wealth Partners, LLC now holds 0.07% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2021Q2. And since then Legacy Capital Wealth Partners, LLC has made 7 purchases of RDVY, at an average price of $48.72, for a total of 3.65 Mil shares. In addition, there have been 9 sales at an average price of $50.46 for 3.48 Mil shares. Based on historical transaction data and RDVY's current price of $63.07, Legacy Capital Wealth Partners, LLC's estimated gain on his RDVY holdings is $8.47 Mil, reflecting a 4.76% gain to date.
Legacy Capital Wealth Partners, LLC RDVY ($63.07) Holding Chart
Legacy Capital Wealth Partners, LLC RDVY ($63.07) 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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