REGATTA CAPITAL GROUP, LLC HDV Holdings History
Number of Shares
13,166.00
Current Holdings Value*
$1.54 Mil
% of Portfolio
0.26%
Total Estimate Gain
$61,090.24
% of Total Estimate Gain
4.02%
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 $119.95, REGATTA CAPITAL GROUP, LLC's estimated gain on his HDV holdings is $61,090.24, reflecting a 4.02% gain to date.
REGATTA CAPITAL GROUP, LLC HDV ($119.95) Holding Chart
REGATTA CAPITAL GROUP, LLC HDV ($119.95) 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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