POM Investment Strategies, LLC RDVY Holdings History
POM Investment Strategies, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, POM Investment Strategies, LLC held 119,642.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $7.00 Mil. This investment constitutes 8.19% of their stock portfolio, and POM Investment Strategies, LLC now holds 0.05% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2023Q4. And since then POM Investment Strategies, LLC has made 2 purchases of RDVY, at an average price of $47.73, for a total of 140,077.00 shares. In addition, there have been 2 sales at an average price of $59.63 for 20,435.00 shares. Based on historical transaction data and RDVY's current price of $63.01, POM Investment Strategies, LLC's estimated gain on his RDVY holdings is $2.07 Mil, reflecting a 30.97% gain to date.
POM Investment Strategies, LLC RDVY ($63.01) Holding Chart
POM Investment Strategies, LLC RDVY ($63.01) 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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