Sightline Wealth Advisors, LLC DGRO Holdings History
Number of Shares
23,584.00
Current Holdings Value*
$1.46 Mil
% of Portfolio
0.77%
Total Estimate Gain
$46,891.68
% of Total Estimate Gain
3.16%
Sightline Wealth Advisors, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Sightline Wealth Advisors, LLC held 23,584.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $1.46 Mil. This investment constitutes 0.77% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2024Q4. And since then Sightline Wealth Advisors, LLC has made 2 purchases of DGRO, at an average price of $62.83, for a total of 23,584.00 shares. Based on historical transaction data and DGRO's current price of $64.82, Sightline Wealth Advisors, LLC's estimated gain on his DGRO holdings is $46,891.68, reflecting a 3.16% gain to date.
Sightline Wealth Advisors, LLC DGRO ($64.82) Holding Chart
Sightline Wealth Advisors, LLC DGRO ($64.82) 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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