LWMG, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2024-09-30, LWMG, LLC held 1.12 Mil shares of iShares Core Dividend Growth ETF(DGRO), totaling $70.08 Mil. This investment constitutes 13.32% of their stock portfolio, and LWMG, LLC now holds 0.23% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2022Q4. And since then LWMG, LLC has made 5 purchases of DGRO, at an average price of $49.81, for a total of 1.17 Mil shares. In addition, there have been 2 sales at an average price of $50.94 for 55,515.00 shares. Based on historical transaction data and DGRO's current price of $64.92, LWMG, LLC's estimated gain on his DGRO holdings is $16.96 Mil, reflecting a 29.01% gain to date.
LWMG, LLC DGRO ($64.92) Holding Chart
LWMG, LLC DGRO ($64.92) 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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