Ten Capital Wealth Advisors, LLC DGRO Holdings History
Ten Capital Wealth Advisors, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2023-06-30, Ten Capital Wealth Advisors, LLC held 435,643.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $22.45 Mil. This investment constitutes 6.51% of their stock portfolio, and Ten Capital Wealth Advisors, LLC now holds 0.09% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2020Q4. And since then Ten Capital Wealth Advisors, LLC has made 9 purchases of DGRO, at an average price of $46.95, for a total of 457,644.00 shares. In addition, there have been 2 sales at an average price of $53.05 for 22,001.00 shares. Based on historical transaction data and DGRO's current price of $64.82, Ten Capital Wealth Advisors, LLC's estimated gain on his DGRO holdings is $7.92 Mil, reflecting a 36.85% gain to date.
Ten Capital Wealth Advisors, LLC DGRO ($64.82) Holding Chart
Ten Capital Wealth Advisors, LLC DGRO ($64.82) 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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