Premier Path Wealth Partners, LLC DGRO Holdings History
Premier Path Wealth Partners, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Premier Path Wealth Partners, LLC held 167,836.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $10.37 Mil. This investment constitutes 1.61% of their stock portfolio, and Premier Path Wealth Partners, LLC now holds 0.03% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2023Q4. And since then Premier Path Wealth Partners, LLC has made 5 purchases of DGRO, at an average price of $52.47, for a total of 167,836.00 shares. Based on historical transaction data and DGRO's current price of $65.55, Premier Path Wealth Partners, LLC's estimated gain on his DGRO holdings is $2.20 Mil, reflecting a 24.93% gain to date.
Premier Path Wealth Partners, LLC DGRO ($65.55) Holding Chart
Premier Path Wealth Partners, LLC DGRO ($65.55) 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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