Number of Shares
27,614.00
Current Holdings Value*
$1.71 Mil
% of Portfolio
0.33%
Total Estimate Gain
$1.33 Mil
% of Total Estimate Gain
29.56%

Probity Advisors, Inc.'s iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, Probity Advisors, Inc. held 27,614.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $1.71 Mil. This investment constitutes 0.33% of their stock portfolio, and Probity Advisors, Inc. now holds 0.01% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2020Q1. And since then Probity Advisors, Inc. has made 14 purchases of DGRO, at an average price of $43.01, for a total of 104,915.00 shares. In addition, there have been 4 sales at an average price of $53.28 for 77,301.00 shares. Based on historical transaction data and DGRO's current price of $62.55, Probity Advisors, Inc.'s estimated gain on his DGRO holdings is $1.33 Mil, reflecting a 29.56% gain to date.

Probity Advisors, Inc. DGRO ($62.55) Holding Chart

Probity Advisors, Inc. DGRO ($62.55) 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 %

Top Ranked Articles

  • 1