Beacon Bridge Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History
Beacon Bridge Wealth Partners, LLC
- $233 Billion
- Q3 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 67,842 shares of DGRO stock, worth $4.2 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
67,842
Previous 58,524
15.92%
Holding current value
$4.2 Million
Previous $3.37 Billion
26.14%
% of portfolio
1.83%
Previous 1.55%
Shares
5 transactions
Others Institutions Holding DGRO
# of Institutions
1,116Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.14 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.09 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$827 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$710 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$631 Million1.99% of portfolio