Custom Portfolio Group LLC DVYE Holdings History
Number of Shares
81,733.00
Current Holdings Value*
$2.15 Mil
% of Portfolio
1.93%
Total Estimate Gain
$293,194.47
% of Total Estimate Gain
14.24%
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 $28.77, Custom Portfolio Group LLC's estimated gain on his DVYE holdings is $293,194.47, reflecting a 14.24% gain to date.
Custom Portfolio Group LLC DVYE ($28.77) Holding Chart
Custom Portfolio Group LLC DVYE ($28.77) 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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