Granite FO LLC DVY Holdings History

Number of Shares
29,337.00
Current Holdings Value*
$3.94 Mil
% of Portfolio
2.24%
Total Estimate Gain
$511,684.60
% of Total Estimate Gain
12.25%

Granite FO LLC's iShares Select Dividend ETF Holding Summary

As of 2025-03-31, Granite FO LLC held 29,337.00 shares of iShares Select Dividend ETF(DVY), totaling $3.94 Mil. This investment constitutes 2.24% of their stock portfolio, and Granite FO LLC now holds 0.02% of the outstanding iShares Select Dividend ETF(DVY) stock.

The initial trade took place in 2022Q4. And since then Granite FO LLC has made 1 purchases of DVY, at an average price of $118.65, for a total of 35,197.00 shares. In addition, there have been 2 sales at an average price of $119.28 for 5,860.00 shares. Based on historical transaction data and DVY's current price of $135.96, Granite FO LLC's estimated gain on his DVY holdings is $511,684.60, reflecting a 12.25% gain to date.

Granite FO LLC DVY ($135.96) Holding Chart

Granite FO LLC DVY ($135.96) 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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