Number of Shares
62,937.00
Current Holdings Value*
$2.14 Mil
% of Portfolio
1.91%
Total Estimate Gain
$354,790.83
% of Total Estimate Gain
16.82%

Custom Portfolio Group LLC's iShares Asia/Pacific Dividend ETF Holding Summary

As of 2024-06-30, Custom Portfolio Group LLC held 62,937.00 shares of iShares Asia/Pacific Dividend ETF(DVYA), totaling $2.14 Mil. This investment constitutes 1.91% of their stock portfolio, and Custom Portfolio Group LLC now holds -% of the outstanding iShares Asia/Pacific Dividend ETF(DVYA) stock.

The initial trade took place in 2023Q4. And since then Custom Portfolio Group LLC has made 2 purchases of DVYA, at an average price of $33.52, for a total of 62,937.00 shares. Based on historical transaction data and DVYA's current price of $39.16, Custom Portfolio Group LLC's estimated gain on his DVYA holdings is $354,790.83, reflecting a 16.82% gain to date.

Custom Portfolio Group LLC DVYA ($39.16) Holding Chart

Custom Portfolio Group LLC DVYA ($39.16) 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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