Solano Wealth Management, Inc. RDVY Holdings History
Solano Wealth Management, Inc.'s First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2024-06-30, Solano Wealth Management, Inc. held 400,443.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $21.92 Mil. This investment constitutes 12.01% of their stock portfolio, and Solano Wealth Management, Inc. now holds -% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2023Q1. And since then Solano Wealth Management, Inc. has made 5 purchases of RDVY, at an average price of $47.11, for a total of 400,443.00 shares. Based on historical transaction data and RDVY's current price of $64.02, Solano Wealth Management, Inc.'s estimated gain on his RDVY holdings is $6.77 Mil, reflecting a 35.90% gain to date.
Solano Wealth Management, Inc. RDVY ($64.02) Holding Chart
Solano Wealth Management, Inc. 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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