Curated Wealth Partners LLC Ishares Core Dividend Growth E Transaction History
Curated Wealth Partners LLC
- $757 Million
- Q1 2025
A detailed history of Curated Wealth Partners LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Curated Wealth Partners LLC holds 31,920 shares of DGRO stock, worth $1.95 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
31,920
Previous 32,836
2.79%
Holding current value
$1.95 Million
Previous $2.01 Million
3.13%
% of portfolio
0.26%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,220Shares Held
300MCall 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
-
Wealthfront Advisers LLC17.3MShares$1.06 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$902 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$652 Million0.22% of portfolio