ADG Wealth Management Group, LLC HDV Holdings History
ADG Wealth Management Group, LLC's iShares Core High Dividend ETF Holding Summary
As of 2025-03-31, ADG Wealth Management Group, LLC held 7,767.00 shares of iShares Core High Dividend ETF(HDV), totaling $940,750.00. This investment constitutes 0.89% of their stock portfolio, and ADG Wealth Management Group, LLC now holds 0.01% of the outstanding iShares Core High Dividend ETF(HDV) stock.
The initial trade took place in 2025Q1. And since then ADG Wealth Management Group, LLC has made 1 purchases of HDV, at an average price of $116.87, for a total of 7,767.00 shares. Based on historical transaction data and HDV's current price of $118.68, ADG Wealth Management Group, LLC's estimated gain on his HDV holdings is $14,058.27, reflecting a 1.55% gain to date.
ADG Wealth Management Group, LLC HDV ($118.68) Holding Chart
ADG Wealth Management Group, LLC HDV ($118.68) 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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