Carbahal Olsen Financial Services Group, LLC DVY Holdings History
Carbahal Olsen Financial Services Group, LLC's iShares Select Dividend ETF Holding Summary
As of 2025-03-31, Carbahal Olsen Financial Services Group, LLC held 13,839.00 shares of iShares Select Dividend ETF(DVY), totaling $1.86 Mil. This investment constitutes 1.76% of their stock portfolio, and Carbahal Olsen Financial Services Group, LLC now holds 0.01% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2024Q4. And since then Carbahal Olsen Financial Services Group, LLC has made 1 purchases of DVY, at an average price of $136.28, for a total of 13,839.00 shares. Based on historical transaction data and DVY's current price of $138.22, Carbahal Olsen Financial Services Group, LLC's estimated gain on his DVY holdings is $26,895.84, reflecting a 1.43% gain to date.
Carbahal Olsen Financial Services Group, LLC DVY ($138.22) Holding Chart
Carbahal Olsen Financial Services Group, LLC DVY ($138.22) 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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