Alterna Wealth Management, Inc Ishares Core Dividend Growth E Transaction History
Alterna Wealth Management, Inc
- $115 Million
- Q4 2024
A detailed history of Alterna Wealth Management, Inc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 6,854 shares of DGRO stock, worth $419,122. This represents 0.36% of its overall portfolio holdings.
Number of Shares
6,854
Previous 6,854
-0.0%
Holding current value
$419,122
Previous $429,000
2.1%
% of portfolio
0.36%
Previous 0.4%
Shares
12 transactions
Others Institutions Holding DGRO
# of Institutions
1,216Shares Held
296MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.12 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.06 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$902 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$652 Million0.22% of portfolio