TAP Consulting, LLC SDVY Holdings History
TAP Consulting, LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2024-12-31, TAP Consulting, LLC held 228,019.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $8.17 Mil. This investment constitutes 1.7% of their stock portfolio, and TAP Consulting, LLC now holds 0.1% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2022Q1. And since then TAP Consulting, LLC has made 8 purchases of SDVY, at an average price of $29.72, for a total of 262,812.00 shares. In addition, there have been 3 sales at an average price of $29.15 for 34,793.00 shares. Based on historical transaction data and SDVY's current price of $36.03, TAP Consulting, LLC's estimated gain on his SDVY holdings is $1.42 Mil, reflecting a 18.17% gain to date.
TAP Consulting, LLC SDVY ($36.03) Holding Chart
TAP Consulting, LLC SDVY ($36.03) 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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