Omega Financial Group, LLC DVY Holdings History
Omega Financial Group, LLC's iShares Select Dividend ETF Holding Summary
As of 2025-03-31, Omega Financial Group, LLC held 45,929.00 shares of iShares Select Dividend ETF(DVY), totaling $6.17 Mil. This investment constitutes 2.37% of their stock portfolio, and Omega Financial Group, LLC now holds 0.03% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2018Q4. And since then Omega Financial Group, LLC has made 6 purchases of DVY, at an average price of $99.29, for a total of 80,351.00 shares. In addition, there have been 19 sales at an average price of $116.78 for 34,422.00 shares. Based on historical transaction data and DVY's current price of $136.19, Omega Financial Group, LLC's estimated gain on his DVY holdings is $2.30 Mil, reflecting a 28.80% gain to date.
Omega Financial Group, LLC DVY ($136.19) Holding Chart
Omega Financial Group, LLC DVY ($136.19) 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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