SOA Wealth Advisors, LLC. DGRO Holdings History
SOA Wealth Advisors, LLC.'s iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, SOA Wealth Advisors, LLC. held 174,823.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $10.80 Mil. This investment constitutes 2.25% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 0.04% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2020Q4. And since then SOA Wealth Advisors, LLC. has made 5 purchases of DGRO, at an average price of $47.76, for a total of 464,088.00 shares. In addition, there have been 13 sales at an average price of $53.10 for 289,265.00 shares. Based on historical transaction data and DGRO's current price of $64.72, SOA Wealth Advisors, LLC.'s estimated gain on his DGRO holdings is $4.51 Mil, reflecting a 20.34% gain to date.
SOA Wealth Advisors, LLC. DGRO ($64.72) Holding Chart
SOA Wealth Advisors, LLC. DGRO ($64.72) 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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