Number of Shares
2.66 Mil
Current Holdings Value*
$108.46 Mil
% of Portfolio
5.09%
Total Estimate Gain
$21.04 Mil
% of Total Estimate Gain
15.65%

Retirement Planning Group, LLC's Amplify CPW Enhanced Dividend Income ETF Holding Summary

As of 2025-03-31, Retirement Planning Group, LLC held 2.66 Mil shares of Amplify CPW Enhanced Dividend Income ETF(DIVO), totaling $108.46 Mil. This investment constitutes 5.09% of their stock portfolio, and Retirement Planning Group, LLC now holds 2.65% of the outstanding Amplify CPW Enhanced Dividend Income ETF(DIVO) stock.

The initial trade took place in 2023Q3. And since then Retirement Planning Group, LLC has made 6 purchases of DIVO, at an average price of $36.75, for a total of 3.66 Mil shares. In addition, there have been 1 sales at an average price of $41.42 for 997,080.00 shares. Based on historical transaction data and DIVO's current price of $42.91, Retirement Planning Group, LLC's estimated gain on his DIVO holdings is $21.04 Mil, reflecting a 15.65% gain to date.

Retirement Planning Group, LLC DIVO ($42.91) Holding Chart

Retirement Planning Group, LLC DIVO ($42.91) 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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