WORLD EQUITY GROUP, INC. SDVY Holdings History
WORLD EQUITY GROUP, INC.'s First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, WORLD EQUITY GROUP, INC. held 14,022.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $494,690.00. This investment constitutes 0.13% of their stock portfolio, and WORLD EQUITY GROUP, INC. now holds 0.01% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2023Q2. And since then WORLD EQUITY GROUP, INC. has made 5 purchases of SDVY, at an average price of $30.95, for a total of 134,511.00 shares. In addition, there have been 1 sales at an average price of $33.55 for 120,489.00 shares. Based on historical transaction data and SDVY's current price of $36.58, WORLD EQUITY GROUP, INC.'s estimated gain on his SDVY holdings is $392,292.68, reflecting a 9.42% gain to date.
WORLD EQUITY GROUP, INC. SDVY ($36.58) Holding Chart
WORLD EQUITY GROUP, INC. SDVY ($36.58) 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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