Innovative Wealth Building LLC DGRO Holdings History
Number of Shares
70,157.00
Current Holdings Value*
$4.33 Mil
% of Portfolio
3.99%
Total Estimate Gain
$35,616.16
% of Total Estimate Gain
0.78%
Innovative Wealth Building LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Innovative Wealth Building LLC held 70,157.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $4.33 Mil. This investment constitutes 3.99% of their stock portfolio, and Innovative Wealth Building LLC now holds 0.01% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $62.66 for 1,967.00 shares. Based on historical transaction data and DGRO's current price of $63.62, Innovative Wealth Building LLC's estimated gain on his DGRO holdings is $35,616.16, reflecting a 0.78% gain to date.
Innovative Wealth Building LLC DGRO ($63.62) Holding Chart
Innovative Wealth Building LLC DGRO ($63.62) 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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