CORRECT CAPITAL WEALTH MANAGEMENT DGRO Holdings History
Number of Shares
773,958.00
Current Holdings Value*
$47.82 Mil
% of Portfolio
7.71%
Total Estimate Gain
$11.53 Mil
% of Total Estimate Gain
25.96%
CORRECT CAPITAL WEALTH MANAGEMENT's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, CORRECT CAPITAL WEALTH MANAGEMENT held 773,958.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $47.82 Mil. This investment constitutes 7.71% of their stock portfolio, and CORRECT CAPITAL WEALTH MANAGEMENT now holds 0.16% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2023Q4. In addition, there have been 3 sales at an average price of $57.01 for 100,912.00 shares. Based on historical transaction data and DGRO's current price of $64.83, CORRECT CAPITAL WEALTH MANAGEMENT's estimated gain on his DGRO holdings is $11.53 Mil, reflecting a 25.96% gain to date.
CORRECT CAPITAL WEALTH MANAGEMENT DGRO ($64.83) Holding Chart
CORRECT CAPITAL WEALTH MANAGEMENT DGRO ($64.83) 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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