CONTINUUM WEALTH ADVISORS, LLC DGRW Holdings History
CONTINUUM WEALTH ADVISORS, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, CONTINUUM WEALTH ADVISORS, LLC held 170,127.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $13.59 Mil. This investment constitutes 6.97% of their stock portfolio, and CONTINUUM WEALTH ADVISORS, LLC now holds 0.09% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2022Q4. And since then CONTINUUM WEALTH ADVISORS, LLC has made 6 purchases of DGRW, at an average price of $62.15, for a total of 281,493.00 shares. In addition, there have been 3 sales at an average price of $75.85 for 111,366.00 shares. Based on historical transaction data and DGRW's current price of $85.74, CONTINUUM WEALTH ADVISORS, LLC's estimated gain on his DGRW holdings is $5.54 Mil, reflecting a 31.66% gain to date.
CONTINUUM WEALTH ADVISORS, LLC DGRW ($85.74) Holding Chart
CONTINUUM WEALTH ADVISORS, LLC DGRW ($85.74) 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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