Team Financial Group, LLC SDVY Holdings History
Team Financial Group, LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Team Financial Group, LLC held 14,198.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $475,640.00. This investment constitutes 0.27% of their stock portfolio, and Team Financial Group, LLC now holds 0.01% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2024Q1. And since then Team Financial Group, LLC has made 3 purchases of SDVY, at an average price of $33.29, for a total of 59,237.00 shares. In addition, there have been 2 sales at an average price of $36.05 for 45,039.00 shares. Based on historical transaction data and SDVY's current price of $36.03, Team Financial Group, LLC's estimated gain on his SDVY holdings is $163,647.26, reflecting a 8.30% gain to date.
Team Financial Group, LLC SDVY ($36.03) Holding Chart
Team Financial Group, 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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