Number of Shares
57,908.00
Current Holdings Value*
$3.58 Mil
% of Portfolio
1.21%
Total Estimate Gain
$536,725.18
% of Total Estimate Gain
13.22%

BEAM WEALTH ADVISORS, INC.'s iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, BEAM WEALTH ADVISORS, INC. held 57,908.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $3.58 Mil. This investment constitutes 1.21% of their stock portfolio, and BEAM WEALTH ADVISORS, INC. now holds 0.01% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2024Q2. And since then BEAM WEALTH ADVISORS, INC. has made 2 purchases of DGRO, at an average price of $57.22, for a total of 70,981.00 shares. In addition, there have been 2 sales at an average price of $62.81 for 13,073.00 shares. Based on historical transaction data and DGRO's current price of $65.22, BEAM WEALTH ADVISORS, INC.'s estimated gain on his DGRO holdings is $536,725.18, reflecting a 13.22% gain to date.

BEAM WEALTH ADVISORS, INC. DGRO ($65.22) Holding Chart

BEAM WEALTH ADVISORS, INC. DGRO ($65.22) 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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