A detailed history of Lantern Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 56,229 shares of DGRO stock, worth $3.48 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
56,229
Previous 55,997 0.41%
Holding current value
$3.48 Million
Previous $3.23 Billion 9.27%
% of portfolio
2.44%
Previous 2.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$57.47 - $62.76 $13,333 - $14,560
232 Added 0.41%
56,229 $3.53 Billion
Q2 2024

Aug 14, 2024

SELL
$55.23 - $58.55 $3,037 - $3,220
-55 Reduced 0.1%
55,997 $3.23 Billion
Q1 2024

May 14, 2024

SELL
$53.33 - $58.06 $49,223 - $53,589
-923 Reduced 1.62%
56,052 $3.25 Billion
Q4 2023

Feb 14, 2024

BUY
$47.36 - $54.1 $2.7 Million - $3.08 Million
56,975 New
56,975 $3.07 Billion

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Lantern Wealth Advisors, LLC Portfolio

Follow Lantern Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.