Ratio Wealth Group DGRO Holdings History
Ratio Wealth Group's iShares Core Dividend Growth ETF Holding Summary
As of 2024-03-31, Ratio Wealth Group held 331,863.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $19.27 Mil. This investment constitutes 3.59% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2022Q3. And since then Ratio Wealth Group has made 6 purchases of DGRO, at an average price of $48.84, for a total of 331,863.00 shares. Based on historical transaction data and DGRO's current price of $64.92, Ratio Wealth Group's estimated gain on his DGRO holdings is $5.33 Mil, reflecting a 32.91% gain to date.
Ratio Wealth Group DGRO ($64.92) Holding Chart
Ratio Wealth Group DGRO ($64.92) 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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