Custom Portfolio Group LLC IDV Holdings History
Number of Shares
74,265.00
Current Holdings Value*
$1.99 Mil
% of Portfolio
1.78%
Total Estimate Gain
$590,274.09
% of Total Estimate Gain
29.72%
Custom Portfolio Group LLC's iShares International Select Dividend ETF Holding Summary
As of 2024-06-30, Custom Portfolio Group LLC held 74,265.00 shares of iShares International Select Dividend ETF(IDV), totaling $1.99 Mil. This investment constitutes 1.78% of their stock portfolio, and Custom Portfolio Group LLC now holds -% of the outstanding iShares International Select Dividend ETF(IDV) stock.
The initial trade took place in 2023Q4. And since then Custom Portfolio Group LLC has made 2 purchases of IDV, at an average price of $26.74, for a total of 74,265.00 shares. Based on historical transaction data and IDV's current price of $34.69, Custom Portfolio Group LLC's estimated gain on his IDV holdings is $590,274.09, reflecting a 29.72% gain to date.
Custom Portfolio Group LLC IDV ($34.69) Holding Chart
Custom Portfolio Group LLC IDV ($34.69) 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 % |
Top Ranked Articles
- 1