Regent Peak Wealth Advisors LLC DGRO Holdings History
Regent Peak Wealth Advisors LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Regent Peak Wealth Advisors LLC held 341,452.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $21.09 Mil. This investment constitutes 4.98% of their stock portfolio, and Regent Peak Wealth Advisors LLC now holds 0.07% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2019Q4. And since then Regent Peak Wealth Advisors LLC has made 17 purchases of DGRO, at an average price of $57.15, for a total of 707,172.00 shares. In addition, there have been 4 sales at an average price of $61.45 for 365,720.00 shares. Based on historical transaction data and DGRO's current price of $65.25, Regent Peak Wealth Advisors LLC's estimated gain on his DGRO holdings is $4.34 Mil, reflecting a 10.73% gain to date.
Regent Peak Wealth Advisors LLC DGRO ($65.25) Holding Chart
Regent Peak Wealth Advisors LLC DGRO ($65.25) 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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