Delos Wealth Advisors, LLC DGRO Holdings History
Delos Wealth Advisors, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Delos Wealth Advisors, LLC held 13,473.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $832,360.00. This investment constitutes 0.66% of their stock portfolio, and Delos Wealth Advisors, LLC now holds 0% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2021Q4. And since then Delos Wealth Advisors, LLC has made 2 purchases of DGRO, at an average price of $62.54, for a total of 13,642.00 shares. In addition, there have been 1 sales at an average price of $50.71 for 169.00 shares. Based on historical transaction data and DGRO's current price of $64.76, Delos Wealth Advisors, LLC's estimated gain on his DGRO holdings is $27,875.87, reflecting a 3.27% gain to date.
Delos Wealth Advisors, LLC DGRO ($64.76) Holding Chart
Delos Wealth Advisors, LLC DGRO ($64.76) 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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