Proactive Wealth Strategies LLC RDVY Holdings History
Proactive Wealth Strategies LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Proactive Wealth Strategies LLC held 65,979.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $3.86 Mil. This investment constitutes 2.06% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0.03% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2024Q3. And since then Proactive Wealth Strategies LLC has made 1 purchases of RDVY, at an average price of $57.10, for a total of 66,251.00 shares. In addition, there have been 1 sales at an average price of $60.78 for 272.00 shares. Based on historical transaction data and RDVY's current price of $63.78, Proactive Wealth Strategies LLC's estimated gain on his RDVY holdings is $441,524.95, reflecting a 11.67% gain to date.
Proactive Wealth Strategies LLC RDVY ($63.78) Holding Chart
Proactive Wealth Strategies LLC RDVY ($63.78) 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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