STONEHAVEN WEALTH & TAX SOLUTIONS, LLC SDVY Holdings History
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 164,798.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $5.52 Mil. This investment constitutes 5.83% of their stock portfolio, and STONEHAVEN WEALTH & TAX SOLUTIONS, LLC now holds 0.07% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q4. And since then STONEHAVEN WEALTH & TAX SOLUTIONS, LLC has made 1 purchases of SDVY, at an average price of $36.83, for a total of 164,798.00 shares. Based on historical transaction data and SDVY's current price of $36.24, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's estimated gain on his SDVY holdings is $-96,992.33, reflecting a -1.60% gain to date.
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC SDVY ($36.24) Holding Chart
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC SDVY ($36.24) 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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