Coppell Advisory Solutions Corp. DVY Holdings History
Coppell Advisory Solutions Corp.'s iShares Select Dividend ETF Holding Summary
As of 2024-03-31, Coppell Advisory Solutions Corp. held 3,775.00 shares of iShares Select Dividend ETF(DVY), totaling $465,000.00. This investment constitutes 0.09% of their stock portfolio, and Coppell Advisory Solutions Corp. now holds -% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2022Q4. And since then Coppell Advisory Solutions Corp. has made 1 purchases of DVY, at an average price of $117.89, for a total of 63,276.00 shares. In addition, there have been 1 sales at an average price of $117.11 for 59,501.00 shares. Based on historical transaction data and DVY's current price of $130.68, Coppell Advisory Solutions Corp.'s estimated gain on his DVY holdings is $1,608.64, reflecting a 0.02% gain to date.
Coppell Advisory Solutions Corp. DVY ($130.68) Holding Chart
Coppell Advisory Solutions Corp. DVY ($130.68) 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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