WealthBridge Capital Management, LLC RDVY Holdings History
WealthBridge Capital Management, LLC's First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, WealthBridge Capital Management, LLC held 26,230.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $1.54 Mil. This investment constitutes 0.43% of their stock portfolio, and WealthBridge Capital Management, LLC now holds 0.01% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2021Q2. And since then WealthBridge Capital Management, LLC has made 7 purchases of RDVY, at an average price of $53.03, for a total of 49,461.00 shares. In addition, there have been 4 sales at an average price of $48.89 for 23,231.00 shares. Based on historical transaction data and RDVY's current price of $64.25, WealthBridge Capital Management, LLC's estimated gain on his RDVY holdings is $198,299.03, reflecting a 7.56% gain to date.
WealthBridge Capital Management, LLC RDVY ($64.25) Holding Chart
WealthBridge Capital Management, LLC RDVY ($64.25) 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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