Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. HDV Holdings History
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s iShares Core High Dividend ETF Holding Summary
As of 2025-03-31, Holt Capital Advisors, L.L.C. dba Holt Capital Par held 133,114.00 shares of iShares Core High Dividend ETF(HDV), totaling $16.12 Mil. This investment constitutes 2.46% of their stock portfolio, and Holt Capital Advisors, L.L.C. dba Holt Capital Par now holds 0.14% of the outstanding iShares Core High Dividend ETF(HDV) stock.
The initial trade took place in 2018Q2. And since then Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has made 9 purchases of HDV, at an average price of $93.94, for a total of 358,305.00 shares. In addition, there have been 19 sales at an average price of $102.58 for 225,191.00 shares. Based on historical transaction data and HDV's current price of $119.14, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s estimated gain on his HDV holdings is $5.30 Mil, reflecting a 15.75% gain to date.
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. HDV ($119.14) Holding Chart
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. HDV ($119.14) 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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