ProVise Management Group, LLC DGRO Holdings History
ProVise Management Group, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, ProVise Management Group, LLC held 1.30 Mil shares of iShares Core Dividend Growth ETF(DGRO), totaling $80.46 Mil. This investment constitutes 6.83% of their stock portfolio, and ProVise Management Group, LLC now holds 0.26% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2021Q1. And since then ProVise Management Group, LLC has made 17 purchases of DGRO, at an average price of $53.50, for a total of 1.30 Mil shares. Based on historical transaction data and DGRO's current price of $64.94, ProVise Management Group, LLC's estimated gain on his DGRO holdings is $14.89 Mil, reflecting a 21.37% gain to date.
ProVise Management Group, LLC DGRO ($64.94) Holding Chart
ProVise Management Group, LLC DGRO ($64.94) 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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