Taylor Financial Group, Inc. DVY Holdings History
Taylor Financial Group, Inc.'s iShares Select Dividend ETF Holding Summary
As of 2025-03-31, Taylor Financial Group, Inc. held 23,440.00 shares of iShares Select Dividend ETF(DVY), totaling $3.15 Mil. This investment constitutes 2.19% of their stock portfolio, and Taylor Financial Group, Inc. now holds 0.02% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2023Q4. And since then Taylor Financial Group, Inc. has made 5 purchases of DVY, at an average price of $115.46, for a total of 23,440.00 shares. Based on historical transaction data and DVY's current price of $135.62, Taylor Financial Group, Inc.'s estimated gain on his DVY holdings is $472,565.30, reflecting a 17.46% gain to date.
Taylor Financial Group, Inc. DVY ($135.62) Holding Chart
Taylor Financial Group, Inc. DVY ($135.62) 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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