Kerntke Otto McGlone Wealth Management Group HDV Holdings History
Kerntke Otto McGlone Wealth Management Group's iShares Core High Dividend ETF Holding Summary
As of 2025-06-30, Kerntke Otto McGlone Wealth Management Group held 26,720.00 shares of iShares Core High Dividend ETF(HDV), totaling $3.13 Mil. This investment constitutes 2.48% of their stock portfolio, and Kerntke Otto McGlone Wealth Management Group now holds 0.03% of the outstanding iShares Core High Dividend ETF(HDV) stock.
The initial trade took place in 2019Q4. And since then Kerntke Otto McGlone Wealth Management Group has made 14 purchases of HDV, at an average price of $101.30, for a total of 115,029.00 shares. In addition, there have been 8 sales at an average price of $104.08 for 88,309.00 shares. Based on historical transaction data and HDV's current price of $119.04, Kerntke Otto McGlone Wealth Management Group's estimated gain on his HDV holdings is $719,316.20, reflecting a 6.17% gain to date.
Kerntke Otto McGlone Wealth Management Group HDV ($119.04) Holding Chart
Kerntke Otto McGlone Wealth Management Group HDV ($119.04) 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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