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 $4.48 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
65,415
Previous 61,004
7.23%
Holding current value
$4.48 Million
Previous $3.51 Million
16.68%
% of portfolio
0.76%
Previous 0.71%
Shares
5 transactions
Others Institutions Holding DGRO
# of Institutions
1,323Shares Held
310MCall Options Held
1.58MPut Options Held
24.2K-
Morgan Stanley New York, NY19MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$1.28 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$1.24 Billion0.39% of portfolio
-
Wealthfront Advisers LLC13.3MShares$910 Million2.18% of portfolio
-
Envestnet Asset Management Inc10.6MShares$723 Million0.22% of portfolio