ODonnell Financial Services, LLC RDVY Holdings History
ODonnell Financial Services, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, ODonnell Financial Services, LLC held 181,580.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $10.63 Mil. This investment constitutes 4.39% of their stock portfolio, and ODonnell Financial Services, LLC now holds 0.08% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2021Q3. And since then ODonnell Financial Services, LLC has made 4 purchases of RDVY, at an average price of $50.29, for a total of 974,280.00 shares. In addition, there have been 3 sales at an average price of $45.16 for 792,700.00 shares. Based on historical transaction data and RDVY's current price of $63.07, ODonnell Financial Services, LLC's estimated gain on his RDVY holdings is $-1.74 Mil, reflecting a -3.56% gain to date.
ODonnell Financial Services, LLC RDVY ($63.07) Holding Chart
ODonnell Financial Services, 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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