FORM Wealth Advisors, LLC DGRO Holdings History
Number of Shares
664,277.00
Current Holdings Value*
$41.04 Mil
% of Portfolio
5.58%
Total Estimate Gain
$1.43 Mil
% of Total Estimate Gain
3.45%
FORM Wealth Advisors, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, FORM Wealth Advisors, LLC held 664,277.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $41.04 Mil. This investment constitutes 5.58% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.14% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DGRO's current price of $64.82, FORM Wealth Advisors, LLC's estimated gain on his DGRO holdings is $1.43 Mil, reflecting a 3.45% gain to date.
FORM Wealth Advisors, LLC DGRO ($64.82) Holding Chart
FORM Wealth Advisors, LLC DGRO ($64.82) 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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