Number of Shares
13,166.00
Current Holdings Value*
$1.54 Mil
% of Portfolio
0.26%
Total Estimate Gain
$60,316.08
% of Total Estimate Gain
3.97%

REGATTA CAPITAL GROUP, LLC's iShares Core High Dividend ETF Holding Summary

As of 2025-06-30, REGATTA CAPITAL GROUP, LLC held 13,166.00 shares of iShares Core High Dividend ETF(HDV), totaling $1.54 Mil. This investment constitutes 0.26% of their stock portfolio, and REGATTA CAPITAL GROUP, LLC now holds 0.01% of the outstanding iShares Core High Dividend ETF(HDV) stock.

The initial trade took place in 2025Q2. And since then REGATTA CAPITAL GROUP, LLC has made 1 purchases of HDV, at an average price of $115.31, for a total of 13,166.00 shares. Based on historical transaction data and HDV's current price of $119.89, REGATTA CAPITAL GROUP, LLC's estimated gain on his HDV holdings is $60,316.08, reflecting a 3.97% gain to date.

REGATTA CAPITAL GROUP, LLC HDV ($119.89) Holding Chart

REGATTA CAPITAL GROUP, LLC HDV ($119.89) 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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