Beacon Harbor Wealth Advisors, Inc. Ishares Core Dividend Growth E Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $407 Million
- Q4 2024
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 10,599 shares of DGRO stock, worth $670,704. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,599
Previous 10,599
-0.0%
Holding current value
$670,704
Previous $664,000
2.11%
% of portfolio
0.16%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding DGRO
# of Institutions
1,171Shares Held
274MCall 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$1.11 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$846 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$725 Million0.24% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$636 Million0.23% of portfolio