SMART Wealth LLC RDVY Holdings History
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 $64.02, SMART Wealth LLC's estimated gain on his RDVY holdings is $1.02 Mil, reflecting a 17.80% gain to date.
SMART Wealth LLC RDVY ($64.02) Holding Chart
SMART Wealth LLC RDVY ($64.02) 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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