Atlas Private Wealth Advisors Ishares Core Dividend Growth E Transaction History
Atlas Private Wealth Advisors
- $688 Million
- Q4 2024
A detailed history of Atlas Private Wealth Advisors transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 306,415 shares of DGRO stock, worth $19.6 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
306,415
Previous 269,510
13.69%
Holding current value
$19.6 Million
Previous $16.9 Million
11.25%
% of portfolio
2.73%
Previous 2.49%
Shares
11 transactions
Others Institutions Holding DGRO
# of Institutions
1,206Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.18 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.17 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$943 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$681 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$642 Million0.23% of portfolio