Wealth Management Associates, Inc. TDIV Holdings History
Wealth Management Associates, Inc.'s First Trust NASDAQ Technology Dividend Index Fund Holding Summary
As of 2025-03-31, Wealth Management Associates, Inc. held 60,987.00 shares of First Trust NASDAQ Technology Dividend Index Fund(TDIV), totaling $4.49 Mil. This investment constitutes 1.92% of their stock portfolio, and Wealth Management Associates, Inc. now holds 0.17% of the outstanding First Trust NASDAQ Technology Dividend Index Fund(TDIV) stock.
The initial trade took place in 2020Q2. And since then Wealth Management Associates, Inc. has made 4 purchases of TDIV, at an average price of $39.68, for a total of 84,085.00 shares. In addition, there have been 14 sales at an average price of $58.67 for 23,098.00 shares. Based on historical transaction data and TDIV's current price of $91.30, Wealth Management Associates, Inc.'s estimated gain on his TDIV holdings is $3.59 Mil, reflecting a 107.48% gain to date.
Wealth Management Associates, Inc. TDIV ($91.30) Holding Chart
Wealth Management Associates, Inc. TDIV ($91.30) 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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