Strategic Wealth Partners, Ltd. DGRO Holdings History
Strategic Wealth Partners, Ltd.'s iShares Core Dividend Growth ETF Holding Summary
As of 2024-12-31, Strategic Wealth Partners, Ltd. held 169,702.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $10.87 Mil. This investment constitutes 0.9% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 0.03% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners, Ltd. has made 15 purchases of DGRO, at an average price of $43.21, for a total of 1.29 Mil shares. In addition, there have been 11 sales at an average price of $54.16 for 1.12 Mil shares. Based on historical transaction data and DGRO's current price of $64.76, Strategic Wealth Partners, Ltd.'s estimated gain on his DGRO holdings is $15.90 Mil, reflecting a 28.58% gain to date.
Strategic Wealth Partners, Ltd. DGRO ($64.76) Holding Chart
Strategic Wealth Partners, Ltd. 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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