Gallagher Capital Advisors, LLC DVY Holdings History
Gallagher Capital Advisors, LLC's iShares Select Dividend ETF Holding Summary
As of 2025-03-31, Gallagher Capital Advisors, LLC held 32,973.00 shares of iShares Select Dividend ETF(DVY), totaling $4.43 Mil. This investment constitutes 3.37% of their stock portfolio, and Gallagher Capital Advisors, LLC now holds 0.02% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $134.09 for 15.00 shares. Based on historical transaction data and DVY's current price of $138.17, Gallagher Capital Advisors, LLC's estimated gain on his DVY holdings is $62,121.25, reflecting a 1.38% gain to date.
Gallagher Capital Advisors, LLC DVY ($138.17) Holding Chart
Gallagher Capital Advisors, LLC DVY ($138.17) 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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