ORBA Wealth Advisors, L.L.C. RDVY Holdings History
ORBA Wealth Advisors, L.L.C.'s First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, ORBA Wealth Advisors, L.L.C. held 89,922.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $5.26 Mil. This investment constitutes 2.65% of their stock portfolio, and ORBA Wealth Advisors, L.L.C. now holds 0.04% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2023Q4. And since then ORBA Wealth Advisors, L.L.C. has made 2 purchases of RDVY, at an average price of $48.74, for a total of 99,772.00 shares. In addition, there have been 3 sales at an average price of $58.89 for 9,850.00 shares. Based on historical transaction data and RDVY's current price of $63.78, ORBA Wealth Advisors, L.L.C.'s estimated gain on his RDVY holdings is $1.45 Mil, reflecting a 29.85% gain to date.
ORBA Wealth Advisors, L.L.C. RDVY ($63.78) Holding Chart
ORBA Wealth Advisors, L.L.C. RDVY ($63.78) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
