Number of Shares
33,275.00
Current Holdings Value*
$2.06 Mil
% of Portfolio
2.62%
Total Estimate Gain
$371,123.98
% of Total Estimate Gain
19.96%

Objective Capital Management, LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, Objective Capital Management, LLC held 33,275.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $2.06 Mil. This investment constitutes 2.62% of their stock portfolio, and Objective Capital Management, LLC now holds 0.01% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2022Q1. And since then Objective Capital Management, LLC has made 10 purchases of DGRO, at an average price of $52.63, for a total of 35,331.00 shares. In addition, there have been 2 sales at an average price of $50.16 for 2,056.00 shares. Based on historical transaction data and DGRO's current price of $63.94, Objective Capital Management, LLC's estimated gain on his DGRO holdings is $371,123.98, reflecting a 19.96% gain to date.

Objective Capital Management, LLC DGRO ($63.94) Holding Chart

Objective Capital Management, LLC DGRO ($63.94) 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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