Montis Financial, LLC Ishares Core Dividend Growth E Transaction History
Montis Financial, LLC
- $280 Million
- Q3 2024
A detailed history of Montis Financial, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Montis Financial, LLC holds 24,455 shares of DGRO stock, worth $1.53 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
24,455
Previous 4,575
434.54%
Holding current value
$1.53 Million
Previous $263,000
482.89%
% of portfolio
0.55%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,082Shares Held
263MCall Options Held
306KPut Options Held
156K-
Morgan Stanley New York, NY19MShares$1.18 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$808 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.9MShares$618 Million0.01% of portfolio
-
Wealthfront Advisers LLC9.49MShares$592 Million1.84% of portfolio