Lakeshore Capital Group, Inc. HDV Holdings History
Number of Shares
30,591.00
Current Holdings Value*
$3.71 Mil
% of Portfolio
3.57%
Total Estimate Gain
$83,513.43
% of Total Estimate Gain
2.34%
Lakeshore Capital Group, Inc.'s iShares Core High Dividend ETF Holding Summary
As of 2025-03-31, Lakeshore Capital Group, Inc. held 30,591.00 shares of iShares Core High Dividend ETF(HDV), totaling $3.71 Mil. This investment constitutes 3.57% of their stock portfolio, and Lakeshore Capital Group, Inc. now holds 0.03% of the outstanding iShares Core High Dividend ETF(HDV) stock.
The initial trade took place in 2025Q1. And since then Lakeshore Capital Group, Inc. has made 1 purchases of HDV, at an average price of $116.87, for a total of 30,591.00 shares. Based on historical transaction data and HDV's current price of $119.60, Lakeshore Capital Group, Inc.'s estimated gain on his HDV holdings is $83,513.43, reflecting a 2.34% gain to date.
Lakeshore Capital Group, Inc. HDV ($119.60) Holding Chart
Lakeshore Capital Group, Inc. HDV ($119.60) 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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