Big Sur Wealth Management LLC Ishares Core Dividend Growth E Transaction History
Big Sur Wealth Management LLC
- $354 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,081Shares Held
263MCall Options Held
306KPut Options Held
156K-
Morgan Stanley New York, NY19MShares$1.17 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.09 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$802 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.9MShares$613 Million0.01% of portfolio
-
Wealthfront Advisers LLC9.49MShares$588 Million1.84% of portfolio