Spectrum Wealth Counsel, LLC RDVI Holdings History
Spectrum Wealth Counsel, LLC's FT Vest Rising Dividend Achievers Target Income ETF Holding Summary
As of 2025-03-31, Spectrum Wealth Counsel, LLC held 1.06 Mil shares of FT Vest Rising Dividend Achievers Target Income ETF(RDVI), totaling $25.18 Mil. This investment constitutes 3.02% of their stock portfolio, and Spectrum Wealth Counsel, LLC now holds 1.35% of the outstanding FT Vest Rising Dividend Achievers Target Income ETF(RDVI) stock.
The initial trade took place in 2023Q4. And since then Spectrum Wealth Counsel, LLC has made 3 purchases of RDVI, at an average price of $22.03, for a total of 1.11 Mil shares. In addition, there have been 2 sales at an average price of $23.72 for 46,040.00 shares. Based on historical transaction data and RDVI's current price of $24.81, Spectrum Wealth Counsel, LLC's estimated gain on his RDVI holdings is $3.03 Mil, reflecting a 12.43% gain to date.
Spectrum Wealth Counsel, LLC RDVI ($24.81) Holding Chart
Spectrum Wealth Counsel, LLC RDVI ($24.81) 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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