Number of Shares
30,339.00
Current Holdings Value*
$4.03 Mil
% of Portfolio
1%
Total Estimate Gain
$1.56 Mil
% of Total Estimate Gain
17.36%

Shulman DeMeo Asset Management LLC's iShares Select Dividend ETF Holding Summary

As of 2025-06-30, Shulman DeMeo Asset Management LLC held 30,339.00 shares of iShares Select Dividend ETF(DVY), totaling $4.03 Mil. This investment constitutes 1% of their stock portfolio, and Shulman DeMeo Asset Management LLC now holds 0.02% of the outstanding iShares Select Dividend ETF(DVY) stock.

The initial trade took place in 2019Q1. And since then Shulman DeMeo Asset Management LLC has made 5 purchases of DVY, at an average price of $105.12, for a total of 85,550.00 shares. In addition, there have been 21 sales at an average price of $116.59 for 55,211.00 shares. Based on historical transaction data and DVY's current price of $135.70, Shulman DeMeo Asset Management LLC's estimated gain on his DVY holdings is $1.56 Mil, reflecting a 17.36% gain to date.

Shulman DeMeo Asset Management LLC DVY ($135.70) Holding Chart

Shulman DeMeo Asset Management LLC DVY ($135.70) 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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