Number of Shares
90,577.00
Current Holdings Value*
$3.20 Mil
% of Portfolio
1.34%
Total Estimate Gain
$466,422.79
% of Total Estimate Gain
16.36%

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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