Number of Shares
70,672.00
Current Holdings Value*
$8.56 Mil
% of Portfolio
2.93%
Total Estimate Gain
$19.26 Mil
% of Total Estimate Gain
6.88%

Financial Perspectives, Inc's iShares Core High Dividend ETF Holding Summary

As of 2025-03-31, Financial Perspectives, Inc held 70,672.00 shares of iShares Core High Dividend ETF(HDV), totaling $8.56 Mil. This investment constitutes 2.93% of their stock portfolio, and Financial Perspectives, Inc now holds 0.07% of the outstanding iShares Core High Dividend ETF(HDV) stock.

The initial trade took place in 2019Q4. And since then Financial Perspectives, Inc has made 18 purchases of HDV, at an average price of $91.31, for a total of 3.07 Mil shares. In addition, there have been 3 sales at an average price of $97.08 for 2.99 Mil shares. Based on historical transaction data and HDV's current price of $119.22, Financial Perspectives, Inc's estimated gain on his HDV holdings is $19.26 Mil, reflecting a 6.88% gain to date.

Financial Perspectives, Inc HDV ($119.22) Holding Chart

Financial Perspectives, Inc HDV ($119.22) 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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