Phoenix Wealth Advisors HDV Holdings History
Phoenix Wealth Advisors's iShares Core High Dividend ETF Holding Summary
As of 2025-03-31, Phoenix Wealth Advisors held 27,402.00 shares of iShares Core High Dividend ETF(HDV), totaling $3.32 Mil. This investment constitutes 1.45% of their stock portfolio, and Phoenix Wealth Advisors now holds 0.03% of the outstanding iShares Core High Dividend ETF(HDV) stock.
The initial trade took place in 2020Q4. And since then Phoenix Wealth Advisors has made 7 purchases of HDV, at an average price of $105.41, for a total of 97,373.00 shares. In addition, there have been 3 sales at an average price of $113.06 for 69,971.00 shares. Based on historical transaction data and HDV's current price of $116.69, Phoenix Wealth Advisors's estimated gain on his HDV holdings is $844,586.17, reflecting a 8.23% gain to date.
Phoenix Wealth Advisors HDV ($116.69) Holding Chart
Phoenix Wealth Advisors HDV ($116.69) 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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