Number of Shares
89,499.00
Current Holdings Value*
$5.34 Mil
% of Portfolio
0.45%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
8.26%

FOUNDERS FINANCIAL SECURITIES LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, FOUNDERS FINANCIAL SECURITIES LLC held 89,499.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $5.34 Mil. This investment constitutes 0.45% of their stock portfolio, and FOUNDERS FINANCIAL SECURITIES LLC now holds 0.02% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2018Q2. And since then FOUNDERS FINANCIAL SECURITIES LLC has made 9 purchases of DGRO, at an average price of $46.14, for a total of 494,951.00 shares. In addition, there have been 8 sales at an average price of $46.68 for 405,452.00 shares. Based on historical transaction data and DGRO's current price of $64.76, FOUNDERS FINANCIAL SECURITIES LLC's estimated gain on his DGRO holdings is $1.89 Mil, reflecting a 8.26% gain to date.

FOUNDERS FINANCIAL SECURITIES LLC DGRO ($64.76) Holding Chart

FOUNDERS FINANCIAL SECURITIES 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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