Stonebridge Financial Planning Group, LLC DGRO Holdings History
Stonebridge Financial Planning Group, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 106,105.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $6.56 Mil. This investment constitutes 2.99% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0.02% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2020Q3. And since then Stonebridge Financial Planning Group, LLC has made 15 purchases of DGRO, at an average price of $50.05, for a total of 115,843.00 shares. In addition, there have been 4 sales at an average price of $50.67 for 9,738.00 shares. Based on historical transaction data and DGRO's current price of $64.37, Stonebridge Financial Planning Group, LLC's estimated gain on his DGRO holdings is $1.53 Mil, reflecting a 26.31% gain to date.
Stonebridge Financial Planning Group, LLC DGRO ($64.37) Holding Chart
Stonebridge Financial Planning Group, LLC DGRO ($64.37) 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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