FFT WEALTH MANAGEMENT LLC DGRO Holdings History
Number of Shares
644,892.00
Current Holdings Value*
$39.84 Mil
% of Portfolio
8.33%
Total Estimate Gain
$5.16 Mil
% of Total Estimate Gain
13.90%
FFT WEALTH MANAGEMENT LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, FFT WEALTH MANAGEMENT LLC held 644,892.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $39.84 Mil. This investment constitutes 8.33% of their stock portfolio, and FFT WEALTH MANAGEMENT LLC now holds 0.13% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2022Q3. And since then FFT WEALTH MANAGEMENT LLC has made 11 purchases of DGRO, at an average price of $57.55, for a total of 644,892.00 shares. Based on historical transaction data and DGRO's current price of $65.55, FFT WEALTH MANAGEMENT LLC's estimated gain on his DGRO holdings is $5.16 Mil, reflecting a 13.90% gain to date.
FFT WEALTH MANAGEMENT LLC DGRO ($65.55) Holding Chart
FFT WEALTH MANAGEMENT LLC DGRO ($65.55) 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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