Buck Wealth Strategies, LLC Ishares Core Dividend Growth E Transaction History
Buck Wealth Strategies, LLC
- $481 Million
- Q4 2024
A detailed history of Buck Wealth Strategies, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 152,044 shares of DGRO stock, worth $9.65 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
152,044
Previous 98,493
54.37%
Holding current value
$9.65 Million
Previous $6.17 Million
51.05%
% of portfolio
1.94%
Previous 1.95%
Shares
6 transactions
Others Institutions Holding DGRO
# of Institutions
1,149Shares Held
272MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.12 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$848 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$728 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$647 Million1.99% of portfolio