Argent Advisors, Inc. DVY Holdings History

Number of Shares
23,767.00
Current Holdings Value*
$3.19 Mil
% of Portfolio
1.07%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
22.35%

Argent Advisors, Inc.'s iShares Select Dividend ETF Holding Summary

As of 2025-03-31, Argent Advisors, Inc. held 23,767.00 shares of iShares Select Dividend ETF(DVY), totaling $3.19 Mil. This investment constitutes 1.07% of their stock portfolio, and Argent Advisors, Inc. now holds 0.02% of the outstanding iShares Select Dividend ETF(DVY) stock.

The initial trade took place in 2020Q4. And since then Argent Advisors, Inc. has made 10 purchases of DVY, at an average price of $100.88, for a total of 62,610.00 shares. In addition, there have been 8 sales at an average price of $120.84 for 38,843.00 shares. Based on historical transaction data and DVY's current price of $127.66, Argent Advisors, Inc.'s estimated gain on his DVY holdings is $1.41 Mil, reflecting a 22.35% gain to date.

Argent Advisors, Inc. DVY ($127.66) Holding Chart

Argent Advisors, Inc. DVY ($127.66) 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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