Centricity Wealth Management, LLC DGRO Holdings History
Centricity Wealth Management, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Centricity Wealth Management, LLC held 44,890.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $2.77 Mil. This investment constitutes 2.52% of their stock portfolio, and Centricity Wealth Management, LLC now holds 0.01% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2024Q4. And since then Centricity Wealth Management, LLC has made 1 purchases of DGRO, at an average price of $63.02, for a total of 44,890.00 shares. Based on historical transaction data and DGRO's current price of $64.82, Centricity Wealth Management, LLC's estimated gain on his DGRO holdings is $80,606.72, reflecting a 2.85% gain to date.
Centricity Wealth Management, LLC DGRO ($64.82) Holding Chart
Centricity Wealth Management, LLC DGRO ($64.82) 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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