Number of Shares
18,180.00
Current Holdings Value*
$882,100.00
% of Portfolio
0.83%
Total Estimate Gain
$36,905.40
% of Total Estimate Gain
4.14%

ADG Wealth Management Group, LLC's iShares Core Dividend ETF Holding Summary

As of 2025-03-31, ADG Wealth Management Group, LLC held 18,180.00 shares of iShares Core Dividend ETF(DIVB), totaling $882,100.00. This investment constitutes 0.83% of their stock portfolio, and ADG Wealth Management Group, LLC now holds 0.11% of the outstanding iShares Core Dividend ETF(DIVB) stock.

The initial trade took place in 2025Q1. And since then ADG Wealth Management Group, LLC has made 1 purchases of DIVB, at an average price of $49.01, for a total of 18,180.00 shares. Based on historical transaction data and DIVB's current price of $51.04, ADG Wealth Management Group, LLC's estimated gain on his DIVB holdings is $36,905.40, reflecting a 4.14% gain to date.

ADG Wealth Management Group, LLC DIVB ($51.04) Holding Chart

ADG Wealth Management Group, LLC DIVB ($51.04) 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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