Number of Shares
400,443.00
Current Holdings Value*
$21.92 Mil
% of Portfolio
12.01%
Total Estimate Gain
$6.71 Mil
% of Total Estimate Gain
35.56%

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 $63.86, Solano Wealth Management, Inc.'s estimated gain on his RDVY holdings is $6.71 Mil, reflecting a 35.56% gain to date.

Solano Wealth Management, Inc. RDVY ($63.86) Holding Chart

Solano Wealth Management, Inc. RDVY ($63.86) 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 %

Top Ranked Articles

  • 1