Twelve Points Wealth Management LLC DGRO Holdings History
Twelve Points Wealth Management LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-06-30, Twelve Points Wealth Management LLC held 48,139.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $3.08 Mil. This investment constitutes 0.83% of their stock portfolio, and Twelve Points Wealth Management LLC now holds 0.01% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2021Q4. And since then Twelve Points Wealth Management LLC has made 2 purchases of DGRO, at an average price of $49.46, for a total of 126,448.00 shares. In addition, there have been 12 sales at an average price of $51.92 for 78,309.00 shares. Based on historical transaction data and DGRO's current price of $64.76, Twelve Points Wealth Management LLC's estimated gain on his DGRO holdings is $929,178.92, reflecting a 14.86% gain to date.
Twelve Points Wealth Management LLC DGRO ($64.76) Holding Chart
Twelve Points Wealth Management 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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