Evernest Financial Advisors, LLC Ishares Core Dividend Growth E Transaction History
Evernest Financial Advisors, LLC
- $318 Million
- Q3 2025
A detailed history of Evernest Financial Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 11,797 shares of DGRO stock, worth $807,268. This represents 0.25% of its overall portfolio holdings.
Number of Shares
11,797
Previous 11,797
-0.0%
Holding current value
$807,268
Previous $754,000
6.5%
% of portfolio
0.25%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,335Shares Held
311MCall Options Held
1.58MPut Options Held
24.2K-
Morgan Stanley New York, NY19MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$1.28 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$1.24 Billion0.39% of portfolio
-
Wealthfront Advisers LLC13.3MShares$910 Million2.18% of portfolio
-
Envestnet Asset Management Inc10.6MShares$723 Million0.22% of portfolio