Icon Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 20,082 shares of DGRO stock, worth $1.28 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
20,082
Previous 23,742
15.42%
Holding current value
$1.28 Million
Previous $1.49 Million
17.27%
% of portfolio
0.1%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding DGRO
# of Institutions
1,200Shares Held
278MCall Options Held
1.37MPut Options Held
34.1K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.17 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$942 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$680 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$642 Million0.23% of portfolio