Kapstone Financial Advisors LLC Ishares Core Dividend Growth E Transaction History
Kapstone Financial Advisors LLC
- $165 Billion
- Q3 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 $1.57 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
25,254
Previous 25,362
0.43%
Holding current value
$1.57 Million
Previous $1.46 Billion
7.85%
% of portfolio
0.96%
Previous 0.96%
Shares
4 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$1.15 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$832 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$714 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$635 Million1.99% of portfolio