9258 Wealth Management, LLC DGRO Holdings History
9258 Wealth Management, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2024-09-30, 9258 Wealth Management, LLC held 295,216.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $18.51 Mil. This investment constitutes 2.75% of their stock portfolio, and 9258 Wealth Management, LLC now holds 0.06% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2019Q3. And since then 9258 Wealth Management, LLC has made 14 purchases of DGRO, at an average price of $44.17, for a total of 432,710.00 shares. In addition, there have been 7 sales at an average price of $51.25 for 137,494.00 shares. Based on historical transaction data and DGRO's current price of $64.76, 9258 Wealth Management, LLC's estimated gain on his DGRO holdings is $7.05 Mil, reflecting a 36.90% gain to date.
9258 Wealth Management, LLC DGRO ($64.76) Holding Chart
9258 Wealth Management, LLC DGRO ($64.76) 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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