Alliance Wealth Advisors, LLC DGRO Holdings History
Alliance Wealth Advisors, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-06-30, Alliance Wealth Advisors, LLC held 363,065.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $23.21 Mil. This investment constitutes 11.87% of their stock portfolio, and Alliance Wealth Advisors, LLC now holds 0.07% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2020Q4. And since then Alliance Wealth Advisors, LLC has made 17 purchases of DGRO, at an average price of $49.69, for a total of 568,341.00 shares. In addition, there have been 1 sales at an average price of $53.18 for 205,276.00 shares. Based on historical transaction data and DGRO's current price of $65.25, Alliance Wealth Advisors, LLC's estimated gain on his DGRO holdings is $6.36 Mil, reflecting a 22.53% gain to date.
Alliance Wealth Advisors, LLC DGRO ($65.25) Holding Chart
Alliance Wealth Advisors, LLC DGRO ($65.25) 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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