Provident Wealth Management, LLC DGRO Holdings History
Provident Wealth Management, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Provident Wealth Management, LLC held 418,505.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $25.86 Mil. This investment constitutes 8.91% of their stock portfolio, and Provident Wealth Management, LLC now holds 0.09% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2019Q4. And since then Provident Wealth Management, LLC has made 14 purchases of DGRO, at an average price of $46.59, for a total of 467,868.00 shares. In addition, there have been 7 sales at an average price of $46.54 for 49,363.00 shares. Based on historical transaction data and DGRO's current price of $64.82, Provident Wealth Management, LLC's estimated gain on his DGRO holdings is $7.63 Mil, reflecting a 34.98% gain to date.
Provident Wealth Management, LLC DGRO ($64.82) Holding Chart
Provident Wealth Management, LLC DGRO ($64.82) 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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