Wealth Group Ltd DGRO Holdings History
Wealth Group Ltd's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Wealth Group Ltd held 306,671.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $18.95 Mil. This investment constitutes 5.55% of their stock portfolio, and Wealth Group Ltd now holds 0.06% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2023Q4. And since then Wealth Group Ltd has made 4 purchases of DGRO, at an average price of $51.31, for a total of 314,584.00 shares. In addition, there have been 1 sales at an average price of $62.66 for 7,913.00 shares. Based on historical transaction data and DGRO's current price of $64.82, Wealth Group Ltd's estimated gain on his DGRO holdings is $4.23 Mil, reflecting a 26.22% gain to date.
Wealth Group Ltd DGRO ($64.82) Holding Chart
Wealth Group Ltd 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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