Pinnacle Wealth Management Advisory Group, LLC SDVY Holdings History
Pinnacle Wealth Management Advisory Group, LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 89,347.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $2.99 Mil. This investment constitutes 0.28% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.04% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q4. And since then Pinnacle Wealth Management Advisory Group, LLC has made 2 purchases of SDVY, at an average price of $35.96, for a total of 89,347.00 shares. Based on historical transaction data and SDVY's current price of $36.03, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his SDVY holdings is $6,676.92, reflecting a 0.21% gain to date.
Pinnacle Wealth Management Advisory Group, LLC SDVY ($36.03) Holding Chart
Pinnacle Wealth Management Advisory Group, LLC SDVY ($36.03) 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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