Number of Shares
59,519.00
Current Holdings Value*
$7.90 Mil
% of Portfolio
2.76%
Total Estimate Gain
$2.08 Mil
% of Total Estimate Gain
17.82%

FIRST UNITED BANK & TRUST's iShares Select Dividend ETF Holding Summary

As of 2025-06-30, FIRST UNITED BANK & TRUST held 59,519.00 shares of iShares Select Dividend ETF(DVY), totaling $7.90 Mil. This investment constitutes 2.76% of their stock portfolio, and FIRST UNITED BANK & TRUST now holds 0.04% of the outstanding iShares Select Dividend ETF(DVY) stock.

The initial trade took place in 2013Q4. And since then FIRST UNITED BANK & TRUST has made 24 purchases of DVY, at an average price of $99.35, for a total of 117,413.00 shares. In addition, there have been 14 sales at an average price of $95.27 for 57,894.00 shares. Based on historical transaction data and DVY's current price of $138.24, FIRST UNITED BANK & TRUST's estimated gain on his DVY holdings is $2.08 Mil, reflecting a 17.82% gain to date.

FIRST UNITED BANK & TRUST DVY ($138.24) Holding Chart

FIRST UNITED BANK & TRUST DVY ($138.24) 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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