Sigma Planning Corp DGRO Holdings History
Sigma Planning Corp's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Sigma Planning Corp held 809,093.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $49.99 Mil. This investment constitutes 1.59% of their stock portfolio, and Sigma Planning Corp now holds 0.16% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2018Q2. And since then Sigma Planning Corp has made 16 purchases of DGRO, at an average price of $48.05, for a total of 1.75 Mil shares. In addition, there have been 12 sales at an average price of $52.81 for 940,777.00 shares. Based on historical transaction data and DGRO's current price of $64.79, Sigma Planning Corp's estimated gain on his DGRO holdings is $18.02 Mil, reflecting a 21.44% gain to date.
Sigma Planning Corp DGRO ($64.79) Holding Chart
Sigma Planning Corp DGRO ($64.79) 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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