Kerntke Otto McGlone Wealth Management Group DGRO Holdings History
Kerntke Otto McGlone Wealth Management Group's iShares Core Dividend Growth ETF Holding Summary
As of 2025-06-30, Kerntke Otto McGlone Wealth Management Group held 190,330.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $12.17 Mil. This investment constitutes 9.65% of their stock portfolio, and Kerntke Otto McGlone Wealth Management Group now holds 0.04% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2019Q4. And since then Kerntke Otto McGlone Wealth Management Group has made 16 purchases of DGRO, at an average price of $52.51, for a total of 418,099.00 shares. In addition, there have been 6 sales at an average price of $56.43 for 227,769.00 shares. Based on historical transaction data and DGRO's current price of $64.76, Kerntke Otto McGlone Wealth Management Group's estimated gain on his DGRO holdings is $3.23 Mil, reflecting a 14.69% gain to date.
Kerntke Otto McGlone Wealth Management Group DGRO ($64.76) Holding Chart
Kerntke Otto McGlone Wealth Management Group 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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