Alta Wealth Advisors LLC Ishares Core Dividend Growth E Transaction History
Alta Wealth Advisors LLC
- $219 Million
- Q3 2024
A detailed history of Alta Wealth Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 7,693 shares of DGRO stock, worth $480,350. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,693
Previous 7,499
2.59%
Holding current value
$480,350
Previous $432,000
11.57%
% of portfolio
0.22%
Previous 0.22%
Shares
15 transactions
Others Institutions Holding DGRO
# of Institutions
1,078Shares Held
263MCall Options Held
306KPut Options Held
156K-
Morgan Stanley New York, NY19MShares$1.18 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$809 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.9MShares$618 Million0.01% of portfolio
-
Wealthfront Advisers LLC9.49MShares$593 Million1.84% of portfolio