Legacy Financial Strategies, LLC DGRO Holdings History
Legacy Financial Strategies, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Legacy Financial Strategies, LLC held 555,757.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $34.33 Mil. This investment constitutes 7.49% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0.11% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2020Q3. And since then Legacy Financial Strategies, LLC has made 18 purchases of DGRO, at an average price of $48.31, for a total of 556,177.00 shares. In addition, there have been 1 sales at an average price of $53.18 for 420.00 shares. Based on historical transaction data and DGRO's current price of $64.72, Legacy Financial Strategies, LLC's estimated gain on his DGRO holdings is $9.12 Mil, reflecting a 33.94% gain to date.
Legacy Financial Strategies, LLC DGRO ($64.72) Holding Chart
Legacy Financial Strategies, LLC DGRO ($64.72) 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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