Number of Shares
81,733.00
Current Holdings Value*
$2.15 Mil
% of Portfolio
1.93%
Total Estimate Gain
$305,454.42
% of Total Estimate Gain
14.84%

Custom Portfolio Group LLC's iShares Emerging Markets Dividend ETF Holding Summary

As of 2024-06-30, Custom Portfolio Group LLC held 81,733.00 shares of iShares Emerging Markets Dividend ETF(DVYE), totaling $2.15 Mil. This investment constitutes 1.93% of their stock portfolio, and Custom Portfolio Group LLC now holds -% of the outstanding iShares Emerging Markets Dividend ETF(DVYE) stock.

The initial trade took place in 2023Q4. And since then Custom Portfolio Group LLC has made 2 purchases of DVYE, at an average price of $25.18, for a total of 81,733.00 shares. Based on historical transaction data and DVYE's current price of $28.92, Custom Portfolio Group LLC's estimated gain on his DVYE holdings is $305,454.42, reflecting a 14.84% gain to date.

Custom Portfolio Group LLC DVYE ($28.92) Holding Chart

Custom Portfolio Group LLC DVYE ($28.92) 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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