CSM Advisors, LLC HDV Holdings History

Number of Shares
461,800.00
Current Holdings Value*
$55.94 Mil
% of Portfolio
3.32%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
2.12%

CSM Advisors, LLC's iShares Core High Dividend ETF Holding Summary

As of 2025-03-31, CSM Advisors, LLC held 461,800.00 shares of iShares Core High Dividend ETF(HDV), totaling $55.94 Mil. This investment constitutes 3.32% of their stock portfolio, and CSM Advisors, LLC now holds 0.48% of the outstanding iShares Core High Dividend ETF(HDV) stock.

The initial trade took place in 2024Q3. And since then CSM Advisors, LLC has made 2 purchases of HDV, at an average price of $116.47, for a total of 692,700.00 shares. In addition, there have been 1 sales at an average price of $116.87 for 230,900.00 shares. Based on historical transaction data and HDV's current price of $119.98, CSM Advisors, LLC's estimated gain on his HDV holdings is $1.71 Mil, reflecting a 2.12% gain to date.

CSM Advisors, LLC HDV ($119.98) Holding Chart

CSM Advisors, LLC HDV ($119.98) 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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