Capital Advisors Wealth Management, LLC IDV Holdings History
Capital Advisors Wealth Management, LLC's iShares International Select Dividend ETF Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held 104,484.00 shares of iShares International Select Dividend ETF(IDV), totaling $3.24 Mil. This investment constitutes 0.57% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0.07% of the outstanding iShares International Select Dividend ETF(IDV) stock.
The initial trade took place in 2021Q1. And since then Capital Advisors Wealth Management, LLC has made 3 purchases of IDV, at an average price of $29.63, for a total of 119,339.00 shares. In addition, there have been 3 sales at an average price of $30.37 for 14,855.00 shares. Based on historical transaction data and IDV's current price of $35.19, Capital Advisors Wealth Management, LLC's estimated gain on his IDV holdings is $592,239.12, reflecting a 16.75% gain to date.
Capital Advisors Wealth Management, LLC IDV ($35.19) Holding Chart
Capital Advisors Wealth Management, LLC IDV ($35.19) 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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