Stonebridge Financial Group, LLC DGRO Holdings History
Number of Shares
762,749.00
Current Holdings Value*
$47.12 Mil
% of Portfolio
5.01%
Total Estimate Gain
$1.28 Mil
% of Total Estimate Gain
2.67%
Stonebridge Financial Group, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Group, LLC held 762,749.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $47.12 Mil. This investment constitutes 5.01% of their stock portfolio, and Stonebridge Financial Group, LLC now holds 0.16% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2024Q4. And since then Stonebridge Financial Group, LLC has made 1 purchases of DGRO, at an average price of $63.08, for a total of 762,749.00 shares. Based on historical transaction data and DGRO's current price of $64.76, Stonebridge Financial Group, LLC's estimated gain on his DGRO holdings is $1.28 Mil, reflecting a 2.67% gain to date.
Stonebridge Financial Group, LLC DGRO ($64.76) Holding Chart
Stonebridge Financial Group, LLC DGRO ($64.76) 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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