Number of Shares
8,715.00
Current Holdings Value*
$352,080.00
% of Portfolio
0.16%
Total Estimate Gain
$17,560.72
% of Total Estimate Gain
4.94%

MB, LEVIS & ASSOCIATES, LLC's T. Rowe Price Dividend Growth ETF Holding Summary

As of 2025-03-31, MB, LEVIS & ASSOCIATES, LLC held 8,715.00 shares of T. Rowe Price Dividend Growth ETF(TDVG), totaling $352,080.00. This investment constitutes 0.16% of their stock portfolio, and MB, LEVIS & ASSOCIATES, LLC now holds 0.05% of the outstanding T. Rowe Price Dividend Growth ETF(TDVG) stock.

The initial trade took place in 2025Q1. And since then MB, LEVIS & ASSOCIATES, LLC has made 1 purchases of TDVG, at an average price of $40.80, for a total of 8,715.00 shares. Based on historical transaction data and TDVG's current price of $42.82, MB, LEVIS & ASSOCIATES, LLC's estimated gain on his TDVG holdings is $17,560.72, reflecting a 4.94% gain to date.

MB, LEVIS & ASSOCIATES, LLC TDVG ($42.82) Holding Chart

MB, LEVIS & ASSOCIATES, LLC TDVG ($42.82) 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 %

Top Ranked Articles

  • 1