Number of Shares
162,902.00
Current Holdings Value*
$21.88 Mil
% of Portfolio
8.78%
Total Estimate Gain
$2.84 Mil
% of Total Estimate Gain
11.41%

Arcus Capital Partners, LLC's iShares Select Dividend ETF Holding Summary

As of 2025-03-31, Arcus Capital Partners, LLC held 162,902.00 shares of iShares Select Dividend ETF(DVY), totaling $21.88 Mil. This investment constitutes 8.78% of their stock portfolio, and Arcus Capital Partners, LLC now holds 0.11% of the outstanding iShares Select Dividend ETF(DVY) stock.

The initial trade took place in 2021Q1. And since then Arcus Capital Partners, LLC has made 14 purchases of DVY, at an average price of $119.83, for a total of 208,059.00 shares. In addition, there have been 3 sales at an average price of $122.16 for 45,157.00 shares. Based on historical transaction data and DVY's current price of $136.65, Arcus Capital Partners, LLC's estimated gain on his DVY holdings is $2.84 Mil, reflecting a 11.41% gain to date.

Arcus Capital Partners, LLC DVY ($136.65) Holding Chart

Arcus Capital Partners, LLC DVY ($136.65) 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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