Trueblood Wealth Management, LLC SDVY Holdings History
Trueblood Wealth Management, LLC's First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, Trueblood Wealth Management, LLC held 90,577.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $3.20 Mil. This investment constitutes 1.34% of their stock portfolio, and Trueblood Wealth Management, LLC now holds 0.04% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2023Q4. And since then Trueblood Wealth Management, LLC has made 6 purchases of SDVY, at an average price of $31.47, for a total of 90,577.00 shares. Based on historical transaction data and SDVY's current price of $36.62, Trueblood Wealth Management, LLC's estimated gain on his SDVY holdings is $466,422.79, reflecting a 16.36% gain to date.
Trueblood Wealth Management, LLC SDVY ($36.62) Holding Chart
Trueblood Wealth Management, LLC SDVY ($36.62) 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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