Sheaff Brock Investment Advisors, LLC IPDP Holdings History
Sheaff Brock Investment Advisors, LLC's Dividend Performers ETF Holding Summary
As of 2025-03-31, Sheaff Brock Investment Advisors, LLC held 1.01 Mil shares of Dividend Performers ETF(IPDP), totaling $19.25 Mil. This investment constitutes 1.77% of their stock portfolio, and Sheaff Brock Investment Advisors, LLC now holds 91.66% of the outstanding Dividend Performers ETF(IPDP) stock.
The initial trade took place in 2022Q1. And since then Sheaff Brock Investment Advisors, LLC has made 6 purchases of IPDP, at an average price of $16.10, for a total of 1.08 Mil shares. In addition, there have been 7 sales at an average price of $15.70 for 74,668.00 shares. Based on historical transaction data and IPDP's current price of $20.37, Sheaff Brock Investment Advisors, LLC's estimated gain on his IPDP holdings is $4.27 Mil, reflecting a 24.51% gain to date.
Sheaff Brock Investment Advisors, LLC IPDP ($20.37) Holding Chart
Sheaff Brock Investment Advisors, LLC IPDP ($20.37) 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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