Redwood Wealth Management Group, LLC SDY Holdings History
Redwood Wealth Management Group, LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, Redwood Wealth Management Group, LLC held 13,856.00 shares of SPDR Dividend ETF(SDY), totaling $1.88 Mil. This investment constitutes 1.53% of their stock portfolio, and Redwood Wealth Management Group, LLC now holds 0.01% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2022Q4. In addition, there have been 9 sales at an average price of $131.17 for 13,793.00 shares. Based on historical transaction data and SDY's current price of $137.07, Redwood Wealth Management Group, LLC's estimated gain on his SDY holdings is $313,669.89, reflecting a 9.24% gain to date.
Redwood Wealth Management Group, LLC SDY ($137.07) Holding Chart
Redwood Wealth Management Group, LLC SDY ($137.07) 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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