Private Wealth Group, LLC TDIV Holdings History
Private Wealth Group, LLC's First Trust NASDAQ Technology Dividend Index Fund Holding Summary
As of 2025-03-31, Private Wealth Group, LLC held 97,793.00 shares of First Trust NASDAQ Technology Dividend Index Fund(TDIV), totaling $7.20 Mil. This investment constitutes 4.23% of their stock portfolio, and Private Wealth Group, LLC now holds 0.27% of the outstanding First Trust NASDAQ Technology Dividend Index Fund(TDIV) stock.
The initial trade took place in 2020Q3. And since then Private Wealth Group, LLC has made 6 purchases of TDIV, at an average price of $49.21, for a total of 231,364.00 shares. In addition, there have been 13 sales at an average price of $55.12 for 133,571.00 shares. Based on historical transaction data and TDIV's current price of $92.32, Private Wealth Group, LLC's estimated gain on his TDIV holdings is $5.01 Mil, reflecting a 43.97% gain to date.
Private Wealth Group, LLC TDIV ($92.32) Holding Chart
Private Wealth Group, LLC TDIV ($92.32) 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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