FLAGSHIP WEALTH ADVISORS, LLC DGRO Holdings History
Number of Shares
95,960.00
Current Holdings Value*
$5.93 Mil
% of Portfolio
2.5%
Total Estimate Gain
$160,313.96
% of Total Estimate Gain
2.65%
FLAGSHIP WEALTH ADVISORS, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, FLAGSHIP WEALTH ADVISORS, LLC held 95,960.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $5.93 Mil. This investment constitutes 2.5% of their stock portfolio, and FLAGSHIP WEALTH ADVISORS, LLC now holds 0.02% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2024Q4. And since then FLAGSHIP WEALTH ADVISORS, LLC has made 1 purchases of DGRO, at an average price of $63.09, for a total of 95,960.00 shares. Based on historical transaction data and DGRO's current price of $64.76, FLAGSHIP WEALTH ADVISORS, LLC's estimated gain on his DGRO holdings is $160,313.96, reflecting a 2.65% gain to date.
FLAGSHIP WEALTH ADVISORS, LLC DGRO ($64.76) Holding Chart
FLAGSHIP 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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