Number of Shares
1.12 Mil
Current Holdings Value*
$69.36 Mil
% of Portfolio
1.91%
Total Estimate Gain
$10.50 Mil
% of Total Estimate Gain
16.75%

TD PRIVATE CLIENT WEALTH LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, TD PRIVATE CLIENT WEALTH LLC held 1.12 Mil shares of iShares Core Dividend Growth ETF(DGRO), totaling $69.36 Mil. This investment constitutes 1.91% of their stock portfolio, and TD PRIVATE CLIENT WEALTH LLC now holds 0.23% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2022Q1. And since then TD PRIVATE CLIENT WEALTH LLC has made 13 purchases of DGRO, at an average price of $55.86, for a total of 1.12 Mil shares. Based on historical transaction data and DGRO's current price of $65.22, TD PRIVATE CLIENT WEALTH LLC's estimated gain on his DGRO holdings is $10.50 Mil, reflecting a 16.75% gain to date.

TD PRIVATE CLIENT WEALTH LLC DGRO ($65.22) Holding Chart

TD PRIVATE CLIENT WEALTH LLC DGRO ($65.22) 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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