Capital Advisors, Ltd. LLC DGRO Holdings History
Capital Advisors, Ltd. LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Capital Advisors, Ltd. LLC held 284,589.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $17.58 Mil. This investment constitutes 2.32% of their stock portfolio, and Capital Advisors, Ltd. LLC now holds 0.06% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2018Q2. And since then Capital Advisors, Ltd. LLC has made 27 purchases of DGRO, at an average price of $44.76, for a total of 294,446.00 shares. In addition, there have been 1 sales at an average price of $50.71 for 9,857.00 shares. Based on historical transaction data and DGRO's current price of $64.76, Capital Advisors, Ltd. LLC's estimated gain on his DGRO holdings is $5.75 Mil, reflecting a 43.62% gain to date.
Capital Advisors, Ltd. LLC DGRO ($64.76) Holding Chart
Capital Advisors, Ltd. 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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