SMART Wealth LLC RDVY Holdings History

Number of Shares
105,275.00
Current Holdings Value*
$6.16 Mil
% of Portfolio
2.21%
Total Estimate Gain
$1.02 Mil
% of Total Estimate Gain
17.88%

SMART Wealth LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary

As of 2025-03-31, SMART Wealth LLC held 105,275.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $6.16 Mil. This investment constitutes 2.21% of their stock portfolio, and SMART Wealth LLC now holds 0.05% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.

The initial trade took place in 2024Q1. And since then SMART Wealth LLC has made 3 purchases of RDVY, at an average price of $54.34, for a total of 105,275.00 shares. Based on historical transaction data and RDVY's current price of $64.06, SMART Wealth LLC's estimated gain on his RDVY holdings is $1.02 Mil, reflecting a 17.88% gain to date.

SMART Wealth LLC RDVY ($64.06) Holding Chart

SMART Wealth LLC RDVY ($64.06) 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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