Continuum Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Continuum Wealth Advisors, LLC
- $158 Million
- Q3 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 5,723 shares of DGRO stock, worth $357,344. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,723
Previous 6,504
12.01%
Holding current value
$357,344
Previous $374,000
4.28%
% of portfolio
0.23%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding DGRO
# of Institutions
1,078Shares Held
263MCall Options Held
306KPut Options Held
156K-
Morgan Stanley New York, NY19MShares$1.18 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$809 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.9MShares$618 Million0.01% of portfolio
-
Wealthfront Advisers LLC9.49MShares$593 Million1.84% of portfolio