Altus Wealth Management, LLC DGRO Holdings History
Altus Wealth Management, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-06-30, Altus Wealth Management, LLC held 427,854.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $27.36 Mil. This investment constitutes 13.09% of their stock portfolio, and Altus Wealth Management, LLC now holds 0.09% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2023Q3. And since then Altus Wealth Management, LLC has made 7 purchases of DGRO, at an average price of $51.70, for a total of 430,452.00 shares. In addition, there have been 1 sales at an average price of $60.28 for 2,598.00 shares. Based on historical transaction data and DGRO's current price of $64.67, Altus Wealth Management, LLC's estimated gain on his DGRO holdings is $5.57 Mil, reflecting a 25.05% gain to date.
Altus Wealth Management, LLC DGRO ($64.67) Holding Chart
Altus Wealth Management, LLC DGRO ($64.67) 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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