MBL Wealth, LLC TDVG Holdings History

Number of Shares
144,787.00
Current Holdings Value*
$6.14 Mil
% of Portfolio
0.59%
Total Estimate Gain
$356,176.02
% of Total Estimate Gain
6.10%

MBL Wealth, LLC's T. Rowe Price Dividend Growth ETF Holding Summary

As of 2025-06-30, MBL Wealth, LLC held 144,787.00 shares of T. Rowe Price Dividend Growth ETF(TDVG), totaling $6.14 Mil. This investment constitutes 0.59% of their stock portfolio, and MBL Wealth, LLC now holds 0.73% of the outstanding T. Rowe Price Dividend Growth ETF(TDVG) stock.

The initial trade took place in 2025Q2. And since then MBL Wealth, LLC has made 1 purchases of TDVG, at an average price of $40.35, for a total of 144,787.00 shares. Based on historical transaction data and TDVG's current price of $42.81, MBL Wealth, LLC's estimated gain on his TDVG holdings is $356,176.02, reflecting a 6.10% gain to date.

MBL Wealth, LLC TDVG ($42.81) Holding Chart

MBL Wealth, LLC TDVG ($42.81) 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