Number of Shares
34,902.00
Current Holdings Value*
$2.16 Mil
% of Portfolio
0.43%
Total Estimate Gain
$73,294.20
% of Total Estimate Gain
3.35%

SevenBridge Financial Group, LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, SevenBridge Financial Group, LLC held 34,902.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $2.16 Mil. This investment constitutes 0.43% of their stock portfolio, and SevenBridge Financial Group, LLC now holds 0.01% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2025Q1. And since then SevenBridge Financial Group, LLC has made 1 purchases of DGRO, at an average price of $62.66, for a total of 34,902.00 shares. Based on historical transaction data and DGRO's current price of $64.76, SevenBridge Financial Group, LLC's estimated gain on his DGRO holdings is $73,294.20, reflecting a 3.35% gain to date.

SevenBridge Financial Group, LLC DGRO ($64.76) Holding Chart

SevenBridge Financial Group, LLC DGRO ($64.76) 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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