Number of Shares
152,464.00
Current Holdings Value*
$9.75 Mil
% of Portfolio
2.43%
Total Estimate Gain
$1.67 Mil
% of Total Estimate Gain
6.02%

KPP Advisory Services LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-06-30, KPP Advisory Services LLC held 152,464.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $9.75 Mil. This investment constitutes 2.43% of their stock portfolio, and KPP Advisory Services LLC now holds 0.03% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2023Q3. And since then KPP Advisory Services LLC has made 3 purchases of DGRO, at an average price of $54.88, for a total of 506,091.00 shares. In addition, there have been 4 sales at an average price of $54.96 for 353,627.00 shares. Based on historical transaction data and DGRO's current price of $65.65, KPP Advisory Services LLC's estimated gain on his DGRO holdings is $1.67 Mil, reflecting a 6.02% gain to date.

KPP Advisory Services LLC DGRO ($65.65) Holding Chart

KPP Advisory Services LLC DGRO ($65.65) 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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