Number of Shares
5,482.00
Current Holdings Value*
$736,210.00
% of Portfolio
0.79%
Total Estimate Gain
$-8,902.59
% of Total Estimate Gain
-0.83%

Quest 10 Wealth Builders, Inc.'s iShares Select Dividend ETF Holding Summary

As of 2025-03-31, Quest 10 Wealth Builders, Inc. held 5,482.00 shares of iShares Select Dividend ETF(DVY), totaling $736,210.00. This investment constitutes 0.79% of their stock portfolio, and Quest 10 Wealth Builders, Inc. now holds 0% of the outstanding iShares Select Dividend ETF(DVY) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $134.09 for 2,413.00 shares. Based on historical transaction data and DVY's current price of $135.62, Quest 10 Wealth Builders, Inc.'s estimated gain on his DVY holdings is $-8,902.59, reflecting a -0.83% gain to date.

Quest 10 Wealth Builders, Inc. DVY ($135.62) Holding Chart

Quest 10 Wealth Builders, Inc. DVY ($135.62) 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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