Kowal Investment Group, LLC Ishares Core Dividend Growth E Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Kowal Investment Group, LLC holds 65,415 shares of DGRO stock, worth $4.14 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
65,415
Previous 61,004
7.23%
Holding current value
$4.14 Million
Previous $3.51 Million
16.68%
% of portfolio
0.76%
Previous 0.71%
Shares
5 transactions
Others Institutions Holding DGRO
# of Institutions
1,128Shares Held
270MCall 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$846 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$726 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$645 Million1.99% of portfolio