ADG Wealth Management Group, LLC DGRO Holdings History
ADG Wealth Management Group, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, ADG Wealth Management Group, LLC held 108,791.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $6.73 Mil. This investment constitutes 6.35% of their stock portfolio, and ADG Wealth Management Group, LLC now holds 0.02% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $62.66 for 2,408.00 shares. Based on historical transaction data and DGRO's current price of $64.81, ADG Wealth Management Group, LLC's estimated gain on his DGRO holdings is $184,962.21, reflecting a 2.64% gain to date.
ADG Wealth Management Group, LLC DGRO ($64.81) Holding Chart
ADG Wealth Management Group, LLC DGRO ($64.81) 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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