Morey & Quinn Wealth Partners, LLC TDIV Holdings History
Morey & Quinn Wealth Partners, LLC's First Trust NASDAQ Technology Dividend Index Fund Holding Summary
As of 2025-03-31, Morey & Quinn Wealth Partners, LLC held 33,764.00 shares of First Trust NASDAQ Technology Dividend Index Fund(TDIV), totaling $2.49 Mil. This investment constitutes 2.06% of their stock portfolio, and Morey & Quinn Wealth Partners, LLC now holds 0.09% of the outstanding First Trust NASDAQ Technology Dividend Index Fund(TDIV) stock.
The initial trade took place in 2024Q4. And since then Morey & Quinn Wealth Partners, LLC has made 1 purchases of TDIV, at an average price of $80.06, for a total of 33,764.00 shares. Based on historical transaction data and TDIV's current price of $92.29, Morey & Quinn Wealth Partners, LLC's estimated gain on his TDIV holdings is $412,899.56, reflecting a 15.27% gain to date.
Morey & Quinn Wealth Partners, LLC TDIV ($92.29) Holding Chart
Morey & Quinn Wealth Partners, LLC TDIV ($92.29) 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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