Smith Anglin Financial, LLC DGRO Holdings History
Number of Shares
1.42 Mil
Current Holdings Value*
$87.55 Mil
% of Portfolio
9.27%
Total Estimate Gain
$12.30 Mil
% of Total Estimate Gain
15.66%
Smith Anglin Financial, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Smith Anglin Financial, LLC held 1.42 Mil shares of iShares Core Dividend Growth ETF(DGRO), totaling $87.55 Mil. This investment constitutes 9.27% of their stock portfolio, and Smith Anglin Financial, LLC now holds 0.29% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2023Q2. And since then Smith Anglin Financial, LLC has made 8 purchases of DGRO, at an average price of $55.44, for a total of 1.42 Mil shares. Based on historical transaction data and DGRO's current price of $64.12, Smith Anglin Financial, LLC's estimated gain on his DGRO holdings is $12.30 Mil, reflecting a 15.66% gain to date.
Smith Anglin Financial, LLC DGRO ($64.12) Holding Chart
Smith Anglin Financial, LLC DGRO ($64.12) 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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