STRATEGIC PLANNING GROUP, LLC RDVY Holdings History
STRATEGIC PLANNING GROUP, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, STRATEGIC PLANNING GROUP, LLC held 227,326.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $13.31 Mil. This investment constitutes 2.6% of their stock portfolio, and STRATEGIC PLANNING GROUP, LLC now holds 0.1% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2024Q4. And since then STRATEGIC PLANNING GROUP, LLC has made 2 purchases of RDVY, at an average price of $61.01, for a total of 227,326.00 shares. Based on historical transaction data and RDVY's current price of $63.28, STRATEGIC PLANNING GROUP, LLC's estimated gain on his RDVY holdings is $516,119.68, reflecting a 3.72% gain to date.
STRATEGIC PLANNING GROUP, LLC RDVY ($63.28) Holding Chart
STRATEGIC PLANNING GROUP, LLC RDVY ($63.28) 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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