Bogart Wealth, LLC Ishares Core Dividend Growth E Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Bogart Wealth, LLC holds 846,354 shares of DGRO stock, worth $52.6 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
846,354
Previous 835,355
1.32%
Holding current value
$52.6 Million
Previous $48.1 Million
10.25%
% of portfolio
2.52%
Previous 2.43%
Shares
12 transactions
Others Institutions Holding DGRO
# of Institutions
1,116Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.15 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.09 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$831 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$712 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$633 Million1.99% of portfolio