Confluence Wealth Services, Inc. DGRO Holdings History
Confluence Wealth Services, Inc.'s iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Confluence Wealth Services, Inc. held 828,113.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $48.68 Mil. This investment constitutes 3.07% of their stock portfolio, and Confluence Wealth Services, Inc. now holds 0.17% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2021Q4. And since then Confluence Wealth Services, Inc. has made 13 purchases of DGRO, at an average price of $53.40, for a total of 828,113.00 shares. Based on historical transaction data and DGRO's current price of $64.49, Confluence Wealth Services, Inc.'s estimated gain on his DGRO holdings is $9.18 Mil, reflecting a 20.77% gain to date.
Confluence Wealth Services, Inc. DGRO ($64.49) Holding Chart
Confluence Wealth Services, Inc. DGRO ($64.49) 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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