CYPRESS FINANCIAL PLANNING LLC DGRO Holdings History
CYPRESS FINANCIAL PLANNING LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-06-30, CYPRESS FINANCIAL PLANNING LLC held 195,249.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $12.48 Mil. This investment constitutes 4.07% of their stock portfolio, and CYPRESS FINANCIAL PLANNING LLC now holds 0.04% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2022Q2. And since then CYPRESS FINANCIAL PLANNING LLC has made 9 purchases of DGRO, at an average price of $53.23, for a total of 212,959.00 shares. In addition, there have been 3 sales at an average price of $61.36 for 17,710.00 shares. Based on historical transaction data and DGRO's current price of $64.76, CYPRESS FINANCIAL PLANNING LLC's estimated gain on his DGRO holdings is $2.39 Mil, reflecting a 21.12% gain to date.
CYPRESS FINANCIAL PLANNING LLC DGRO ($64.76) Holding Chart
CYPRESS FINANCIAL PLANNING LLC DGRO ($64.76) 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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