SMART Wealth LLC DHDG Holdings History

Number of Shares
387,934.00
Current Holdings Value*
$11.70 Mil
% of Portfolio
4.19%
Total Estimate Gain
$502,141.77
% of Total Estimate Gain
4.20%

SMART Wealth LLC's FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF Holding Summary

As of 2025-03-31, SMART Wealth LLC held 387,934.00 shares of FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF(DHDG), totaling $11.70 Mil. This investment constitutes 4.19% of their stock portfolio, and SMART Wealth LLC now holds 41.71% of the outstanding FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF(DHDG) stock.

The initial trade took place in 2025Q1. And since then SMART Wealth LLC has made 1 purchases of DHDG, at an average price of $30.79, for a total of 387,934.00 shares. Based on historical transaction data and DHDG's current price of $32.08, SMART Wealth LLC's estimated gain on his DHDG holdings is $502,141.77, reflecting a 4.20% gain to date.

SMART Wealth LLC DHDG ($32.08) Holding Chart

SMART Wealth LLC DHDG ($32.08) 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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