O'Dell Group, LLC DGRO Holdings History

Number of Shares
597,796.00
Current Holdings Value*
$36.93 Mil
% of Portfolio
9.57%
Total Estimate Gain
$12.74 Mil
% of Total Estimate Gain
25.14%

O'Dell Group, LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, O'Dell Group, LLC held 597,796.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $36.93 Mil. This investment constitutes 9.57% of their stock portfolio, and O'Dell Group, LLC now holds 0.12% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2020Q2. And since then O'Dell Group, LLC has made 16 purchases of DGRO, at an average price of $46.35, for a total of 1.09 Mil shares. In addition, there have been 3 sales at an average price of $49.03 for 495,254.00 shares. Based on historical transaction data and DGRO's current price of $65.44, O'Dell Group, LLC's estimated gain on his DGRO holdings is $12.74 Mil, reflecting a 25.14% gain to date.

O'Dell Group, LLC DGRO ($65.44) Holding Chart

O'Dell Group, LLC DGRO ($65.44) 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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