Wealth Management Associates, Inc. DVY Holdings History
Wealth Management Associates, Inc.'s iShares Select Dividend ETF Holding Summary
As of 2025-03-31, Wealth Management Associates, Inc. held 55,881.00 shares of iShares Select Dividend ETF(DVY), totaling $7.50 Mil. This investment constitutes 3.22% of their stock portfolio, and Wealth Management Associates, Inc. now holds 0.04% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2020Q2. And since then Wealth Management Associates, Inc. has made 7 purchases of DVY, at an average price of $81.36, for a total of 69,345.00 shares. In addition, there have been 11 sales at an average price of $119.99 for 13,464.00 shares. Based on historical transaction data and DVY's current price of $132.14, Wealth Management Associates, Inc.'s estimated gain on his DVY holdings is $3.36 Mil, reflecting a 59.52% gain to date.
Wealth Management Associates, Inc. DVY ($132.14) Holding Chart
Wealth Management Associates, Inc. DVY ($132.14) 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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