Number of Shares
108,743.00
Current Holdings Value*
$13.17 Mil
% of Portfolio
8.8%
Total Estimate Gain
$197,286.48
% of Total Estimate Gain
1.54%

Columbia River Financial Group, LLC's iShares Core High Dividend ETF Holding Summary

As of 2025-03-31, Columbia River Financial Group, LLC held 108,743.00 shares of iShares Core High Dividend ETF(HDV), totaling $13.17 Mil. This investment constitutes 8.8% of their stock portfolio, and Columbia River Financial Group, LLC now holds 0.11% of the outstanding iShares Core High Dividend ETF(HDV) stock.

The initial trade took place in 2024Q4. And since then Columbia River Financial Group, LLC has made 1 purchases of HDV, at an average price of $117.45, for a total of 108,743.00 shares. Based on historical transaction data and HDV's current price of $119.27, Columbia River Financial Group, LLC's estimated gain on his HDV holdings is $197,286.48, reflecting a 1.54% gain to date.

Columbia River Financial Group, LLC HDV ($119.27) Holding Chart

Columbia River Financial Group, LLC HDV ($119.27) 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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