Forbes Financial Planning, Inc. Ishares Core Dividend Growth E Transaction History
Forbes Financial Planning, Inc.
- $139 Million
- Q3 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 70,556 shares of DGRO stock, worth $4.37 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
70,556
Previous 68,905
2.4%
Holding current value
$4.37 Million
Previous $3.97 Million
11.44%
% of portfolio
3.19%
Previous 3.12%
Shares
10 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