Strategies Wealth Advisors, LLC DGRO Holdings History
Strategies Wealth Advisors, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2024-12-31, Strategies Wealth Advisors, LLC held 1.21 Mil shares of iShares Core Dividend Growth ETF(DGRO), totaling $76.58 Mil. This investment constitutes 9.54% of their stock portfolio, and Strategies Wealth Advisors, LLC now holds 0.24% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2021Q4. And since then Strategies Wealth Advisors, LLC has made 11 purchases of DGRO, at an average price of $52.20, for a total of 1.21 Mil shares. Based on historical transaction data and DGRO's current price of $59.48, Strategies Wealth Advisors, LLC's estimated gain on his DGRO holdings is $8.77 Mil, reflecting a 13.95% gain to date.
Strategies Wealth Advisors, LLC DGRO ($59.48) Holding Chart
Strategies Wealth Advisors, LLC DGRO ($59.48) 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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