CONSILIO WEALTH ADVISORS, LLC DGRO Holdings History
CONSILIO WEALTH ADVISORS, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, CONSILIO WEALTH ADVISORS, LLC held 355,403.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $21.96 Mil. This investment constitutes 9.17% of their stock portfolio, and CONSILIO WEALTH ADVISORS, LLC now holds 0.07% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2021Q4. And since then CONSILIO WEALTH ADVISORS, LLC has made 10 purchases of DGRO, at an average price of $52.75, for a total of 498,016.00 shares. In addition, there have been 3 sales at an average price of $50.24 for 142,613.00 shares. Based on historical transaction data and DGRO's current price of $65.62, CONSILIO WEALTH ADVISORS, LLC's estimated gain on his DGRO holdings is $4.22 Mil, reflecting a 16.05% gain to date.
CONSILIO WEALTH ADVISORS, LLC DGRO ($65.62) Holding Chart
CONSILIO WEALTH ADVISORS, LLC DGRO ($65.62) 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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