RVW Wealth, LLC RDVY Holdings History
RVW Wealth, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, RVW Wealth, LLC held 578,049.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $36.27 Mil. This investment constitutes 3.08% of their stock portfolio, and RVW Wealth, LLC now holds 0.24% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2020Q3. And since then RVW Wealth, LLC has made 17 purchases of RDVY, at an average price of $38.09, for a total of 683,309.00 shares. In addition, there have been 3 sales at an average price of $54.13 for 105,260.00 shares. Based on historical transaction data and RDVY's current price of $64.25, RVW Wealth, LLC's estimated gain on his RDVY holdings is $16.81 Mil, reflecting a 64.60% gain to date.
RVW Wealth, LLC RDVY ($64.25) Holding Chart
RVW Wealth, LLC RDVY ($64.25) 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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