LGL PARTNERS, LLC DGRO Holdings History

Number of Shares
101,900.00
Current Holdings Value*
$6.30 Mil
% of Portfolio
3.04%
Total Estimate Gain
$3.92 Mil
% of Total Estimate Gain
24.95%

LGL PARTNERS, LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, LGL PARTNERS, LLC held 101,900.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $6.30 Mil. This investment constitutes 3.04% of their stock portfolio, and LGL PARTNERS, LLC now holds 0.02% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2022Q3. And since then LGL PARTNERS, LLC has made 10 purchases of DGRO, at an average price of $50.74, for a total of 309,894.00 shares. In addition, there have been 1 sales at an average price of $62.66 for 207,994.00 shares. Based on historical transaction data and DGRO's current price of $64.94, LGL PARTNERS, LLC's estimated gain on his DGRO holdings is $3.92 Mil, reflecting a 24.95% gain to date.

LGL PARTNERS, LLC DGRO ($64.94) Holding Chart

LGL PARTNERS, LLC DGRO ($64.94) 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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