StoneCrest Wealth Management, Inc. RDVY Holdings History
StoneCrest Wealth Management, Inc.'s First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, StoneCrest Wealth Management, Inc. held 103,523.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $6.50 Mil. This investment constitutes 3.09% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0.04% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2025Q1. And since then StoneCrest Wealth Management, Inc. has made 1 purchases of RDVY, at an average price of $60.78, for a total of 112,775.00 shares. In addition, there have been 1 sales at an average price of $58.81 for 9,252.00 shares. Based on historical transaction data and RDVY's current price of $64.18, StoneCrest Wealth Management, Inc.'s estimated gain on his RDVY holdings is $333,751.76, reflecting a 4.87% gain to date.
StoneCrest Wealth Management, Inc. RDVY ($64.18) Holding Chart
StoneCrest Wealth Management, Inc. RDVY ($64.18) 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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