Cascade Financial Partners, LLC Ishares Core Dividend Growth E Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 78,822 shares of DGRO stock, worth $4.88 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
78,822
Previous 78,422
0.51%
Holding current value
$4.88 Million
Previous $4.52 Billion
10.42%
% of portfolio
0.63%
Previous 0.59%
Shares
3 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$1.14 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.09 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$827 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$710 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$631 Million1.99% of portfolio