Inman Jager Wealth Management, LLC DVY Holdings History
Inman Jager Wealth Management, LLC's iShares Select Dividend ETF Holding Summary
As of 2025-03-31, Inman Jager Wealth Management, LLC held 28,239.00 shares of iShares Select Dividend ETF(DVY), totaling $3.79 Mil. This investment constitutes 2.84% of their stock portfolio, and Inman Jager Wealth Management, 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 1,135.00 shares. Based on historical transaction data and DVY's current price of $137.52, Inman Jager Wealth Management, LLC's estimated gain on his DVY holdings is $32,530.71, reflecting a 0.81% gain to date.
Inman Jager Wealth Management, LLC DVY ($137.52) Holding Chart
Inman Jager Wealth Management, LLC DVY ($137.52) 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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