Brass Tax Wealth Management, Inc Ishares Core Dividend Growth E Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 175,495 shares of DGRO stock, worth $10.7 Million. This represents 4.36% of its overall portfolio holdings.
Number of Shares
175,495
Previous 183,391
4.31%
Holding current value
$10.7 Million
Previous $10.6 Billion
99.9%
% of portfolio
4.36%
Previous 4.56%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,213Shares Held
279MCall 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
-
Lpl Financial LLC Fort Mill, SC14.8MShares$902 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$652 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$615 Million0.23% of portfolio