Summit Financial Wealth Advisors, LLC RDVI Holdings History
Summit Financial Wealth Advisors, LLC's FT Vest Rising Dividend Achievers Target Income ETF Holding Summary
As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 347,949.00 shares of FT Vest Rising Dividend Achievers Target Income ETF(RDVI), totaling $8.25 Mil. This investment constitutes 1.64% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0.44% of the outstanding FT Vest Rising Dividend Achievers Target Income ETF(RDVI) stock.
The initial trade took place in 2024Q4. And since then Summit Financial Wealth Advisors, LLC has made 2 purchases of RDVI, at an average price of $25.14, for a total of 347,949.00 shares. Based on historical transaction data and RDVI's current price of $24.96, Summit Financial Wealth Advisors, LLC's estimated gain on his RDVI holdings is $-61,899.66, reflecting a -0.71% gain to date.
Summit Financial Wealth Advisors, LLC RDVI ($24.96) Holding Chart
Summit Financial Wealth Advisors, LLC RDVI ($24.96) 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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