Atlas Private Wealth Management, LLC DVY Holdings History
Atlas Private Wealth Management, LLC's iShares Select Dividend ETF Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 12,611.00 shares of iShares Select Dividend ETF(DVY), totaling $1.55 Mil. This investment constitutes 0.65% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds -% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2019Q4. And since then Atlas Private Wealth Management, LLC has made 10 purchases of DVY, at an average price of $104.77, for a total of 28,573.00 shares. In addition, there have been 7 sales at an average price of $99.34 for 15,962.00 shares. Based on historical transaction data and DVY's current price of $136.10, Atlas Private Wealth Management, LLC's estimated gain on his DVY holdings is $308,386.82, reflecting a 10.30% gain to date.
Atlas Private Wealth Management, LLC DVY ($136.10) Holding Chart
Atlas Private Wealth Management, LLC DVY ($136.10) 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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