Jpl Wealth Management, LLC Ishares Core Dividend Growth E Transaction History
Jpl Wealth Management, LLC
- $204 Billion
- Q2 2024
A detailed history of Jpl Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 52,127 shares of DGRO stock, worth $3.3 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
52,127
Previous 49,567
5.16%
Holding current value
$3.3 Million
Previous $2.88 Billion
4.35%
% of portfolio
1.47%
Previous 1.59%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,137Shares Held
271MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.11 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$845 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$725 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$644 Million1.99% of portfolio