PRECEDENT WEALTH PARTNERS, LLC SDVY Holdings History
PRECEDENT WEALTH PARTNERS, LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 200,256.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $6.71 Mil. This investment constitutes 1.86% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 0.09% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q4. And since then PRECEDENT WEALTH PARTNERS, LLC has made 2 purchases of SDVY, at an average price of $36.72, for a total of 200,256.00 shares. Based on historical transaction data and SDVY's current price of $35.61, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his SDVY holdings is $-221,979.84, reflecting a -3.02% gain to date.
PRECEDENT WEALTH PARTNERS, LLC SDVY ($35.61) Holding Chart
PRECEDENT WEALTH PARTNERS, LLC SDVY ($35.61) 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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