SFG Wealth Management, LLC. DIVB Holdings History
Number of Shares
32,630.00
Current Holdings Value*
$1.58 Mil
% of Portfolio
0.77%
Total Estimate Gain
$54,492.10
% of Total Estimate Gain
3.41%
SFG Wealth Management, LLC.'s iShares Core Dividend ETF Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held 32,630.00 shares of iShares Core Dividend ETF(DIVB), totaling $1.58 Mil. This investment constitutes 0.77% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.22% of the outstanding iShares Core Dividend ETF(DIVB) stock.
The initial trade took place in 2025Q1. And since then SFG Wealth Management, LLC. has made 1 purchases of DIVB, at an average price of $49.01, for a total of 32,630.00 shares. Based on historical transaction data and DIVB's current price of $50.68, SFG Wealth Management, LLC.'s estimated gain on his DIVB holdings is $54,492.10, reflecting a 3.41% gain to date.
SFG Wealth Management, LLC. DIVB ($50.68) Holding Chart
SFG Wealth Management, LLC. DIVB ($50.68) 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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