Forbes Financial Planning, Inc. Ishares Core Dividend Growth E Transaction History
Forbes Financial Planning, Inc.
- $136 Million
- Q4 2024
A detailed history of Forbes Financial Planning, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 70,336 shares of DGRO stock, worth $4.33 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
70,336
Previous 70,556
0.31%
Holding current value
$4.33 Million
Previous $4.42 Million
2.46%
% of portfolio
3.18%
Previous 3.19%
Shares
11 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$908 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$656 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$619 Million0.23% of portfolio