Number of Shares
123,095.00
Current Holdings Value*
$4.61 Mil
% of Portfolio
6.18%
Total Estimate Gain
$769,343.75
% of Total Estimate Gain
17.01%

Carter Financial Group, INC.'s Amplify CPW Enhanced Dividend Income ETF Holding Summary

As of 2022-03-31, Carter Financial Group, INC. held 123,095.00 shares of Amplify CPW Enhanced Dividend Income ETF(DIVO), totaling $4.61 Mil. This investment constitutes 6.18% of their stock portfolio, and Carter Financial Group, INC. now holds 0.33% of the outstanding Amplify CPW Enhanced Dividend Income ETF(DIVO) stock.

The initial trade took place in 2022Q1. Based on historical transaction data and DIVO's current price of $42.99, Carter Financial Group, INC.'s estimated gain on his DIVO holdings is $769,343.75, reflecting a 17.01% gain to date.

Carter Financial Group, INC. DIVO ($42.99) Holding Chart

Carter Financial Group, INC. DIVO ($42.99) 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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