Weitzel Financial Services, Inc. RDVY Holdings History
Weitzel Financial Services, Inc.'s First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-03-31, Weitzel Financial Services, Inc. held 135,142.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $7.55 Mil. This investment constitutes 3.6% of their stock portfolio, and Weitzel Financial Services, Inc. now holds 0.06% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2022Q1. And since then Weitzel Financial Services, Inc. has made 8 purchases of RDVY, at an average price of $48.12, for a total of 156,939.00 shares. In addition, there have been 5 sales at an average price of $54.44 for 21,797.00 shares. Based on historical transaction data and RDVY's current price of $63.07, Weitzel Financial Services, Inc.'s estimated gain on his RDVY holdings is $2.16 Mil, reflecting a 28.58% gain to date.
Weitzel Financial Services, Inc. RDVY ($63.07) Holding Chart
Weitzel Financial Services, Inc. RDVY ($63.07) 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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