Houlihan Financial Resource Group, Ltd. DGRO Holdings History
Houlihan Financial Resource Group, Ltd.'s iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Houlihan Financial Resource Group, Ltd. held 108,095.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $6.68 Mil. This investment constitutes 3% of their stock portfolio, and Houlihan Financial Resource Group, Ltd. now holds 0.02% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2019Q4. And since then Houlihan Financial Resource Group, Ltd. has made 8 purchases of DGRO, at an average price of $49.86, for a total of 3.34 Mil shares. In addition, there have been 5 sales at an average price of $51.79 for 3.23 Mil shares. Based on historical transaction data and DGRO's current price of $64.76, Houlihan Financial Resource Group, Ltd.'s estimated gain on his DGRO holdings is $7.85 Mil, reflecting a 4.72% gain to date.
Houlihan Financial Resource Group, Ltd. DGRO ($64.76) Holding Chart
Houlihan Financial Resource Group, Ltd. 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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