WealthPlan Investment Management, LLC DGRO Holdings History
WealthPlan Investment Management, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, WealthPlan Investment Management, LLC held 296,559.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $18.32 Mil. This investment constitutes 1.8% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 0.06% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2022Q1. And since then WealthPlan Investment Management, LLC has made 5 purchases of DGRO, at an average price of $54.88, for a total of 865,770.00 shares. In addition, there have been 6 sales at an average price of $50.55 for 569,211.00 shares. Based on historical transaction data and DGRO's current price of $65.22, WealthPlan Investment Management, LLC's estimated gain on his DGRO holdings is $603,252.44, reflecting a 1.27% gain to date.
WealthPlan Investment Management, LLC DGRO ($65.22) Holding Chart
WealthPlan Investment Management, LLC DGRO ($65.22) 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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