Pinnacle Wealth Management Advisory Group, LLC RDVI Holdings History
Pinnacle Wealth Management Advisory Group, LLC's FT Vest Rising Dividend Achievers Target Income ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 294,212.00 shares of FT Vest Rising Dividend Achievers Target Income ETF(RDVI), totaling $6.98 Mil. This investment constitutes 0.65% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.37% of the outstanding FT Vest Rising Dividend Achievers Target Income ETF(RDVI) stock.
The initial trade took place in 2023Q2. And since then Pinnacle Wealth Management Advisory Group, LLC has made 8 purchases of RDVI, at an average price of $23.39, for a total of 294,212.00 shares. Based on historical transaction data and RDVI's current price of $24.81, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his RDVI holdings is $419,216.28, reflecting a 6.09% gain to date.
Pinnacle Wealth Management Advisory Group, LLC RDVI ($24.81) Holding Chart
Pinnacle Wealth Management Advisory Group, LLC RDVI ($24.81) 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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