Yukon Wealth Management, Inc. DVY Holdings History
Number of Shares
159,292.00
Current Holdings Value*
$21.39 Mil
% of Portfolio
8.88%
Total Estimate Gain
$243,716.76
% of Total Estimate Gain
1.14%
Yukon Wealth Management, Inc.'s iShares Select Dividend ETF Holding Summary
As of 2025-03-31, Yukon Wealth Management, Inc. held 159,292.00 shares of iShares Select Dividend ETF(DVY), totaling $21.39 Mil. This investment constitutes 8.88% of their stock portfolio, and Yukon Wealth Management, Inc. now holds 0.11% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DVY's current price of $135.62, Yukon Wealth Management, Inc.'s estimated gain on his DVY holdings is $243,716.76, reflecting a 1.14% gain to date.
Yukon Wealth Management, Inc. DVY ($135.62) Holding Chart
Yukon Wealth Management, Inc. DVY ($135.62) 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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