Kapstone Financial Advisors LLC Ishares Core Dividend Growth E Transaction History
Kapstone Financial Advisors LLC
- $187 Billion
- Q4 2024
A detailed history of Kapstone Financial Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 25,254 shares of DGRO stock, worth $1.6 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
25,254
Previous 25,254
-0.0%
Holding current value
$1.6 Million
Previous $1.58 Billion
1.14%
% of portfolio
0.85%
Previous 0.96%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,212Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.16 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$934 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$675 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$637 Million0.23% of portfolio