Number of Shares
49,099.00
Current Holdings Value*
$3.03 Mil
% of Portfolio
2.74%
Total Estimate Gain
$71,684.54
% of Total Estimate Gain
2.33%

Milestone Asset Management Group, LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, Milestone Asset Management Group, LLC held 49,099.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $3.03 Mil. This investment constitutes 2.74% of their stock portfolio, and Milestone Asset Management Group, LLC now holds 0.01% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2025Q1. And since then Milestone Asset Management Group, LLC has made 1 purchases of DGRO, at an average price of $62.66, for a total of 49,099.00 shares. Based on historical transaction data and DGRO's current price of $64.12, Milestone Asset Management Group, LLC's estimated gain on his DGRO holdings is $71,684.54, reflecting a 2.33% gain to date.

Milestone Asset Management Group, LLC DGRO ($64.12) Holding Chart

Milestone Asset Management Group, LLC DGRO ($64.12) 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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