Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$156,370.06
% of Total Estimate Gain
10.66%

Meristem Family Wealth, LLC's iShares Select Dividend ETF Holding Summary

As of 2022-09-30, Meristem Family Wealth, LLC held - shares of iShares Select Dividend ETF(DVY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Meristem Family Wealth, LLC now holds 0% of the outstanding iShares Select Dividend ETF(DVY) stock.

The initial trade took place in 2019Q3. And since then Meristem Family Wealth, LLC has made 2 purchases of DVY, at an average price of $107.11, for a total of 13,698.00 shares. In addition, there have been 1 sales at an average price of $118.53 for 13,698.00 shares. Based on historical transaction data and DVY's current price of $136.65, Meristem Family Wealth, LLC's estimated gain on his DVY holdings is $156,370.06, reflecting a 10.66% gain to date.

Meristem Family Wealth, LLC DVY ($136.65) Holding Chart

Meristem Family Wealth, LLC DVY ($136.65) 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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