TMD Wealth Management, LLC SDVY Holdings History
TMD Wealth Management, LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2024-06-30, TMD Wealth Management, LLC held 327,483.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $10.93 Mil. This investment constitutes 2.4% of their stock portfolio, and TMD Wealth Management, LLC now holds -% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q1. And since then TMD Wealth Management, LLC has made 2 purchases of SDVY, at an average price of $33.00, for a total of 327,483.00 shares. Based on historical transaction data and SDVY's current price of $36.03, TMD Wealth Management, LLC's estimated gain on his SDVY holdings is $991,435.68, reflecting a 9.17% gain to date.
TMD Wealth Management, LLC SDVY ($36.03) Holding Chart
TMD Wealth Management, 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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