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 $1.52 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
24,455
Previous 4,575
434.54%
Holding current value
$1.52 Million
Previous $263,000
482.89%
% of portfolio
0.55%
Previous 0.12%
Shares
3 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$1.09 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$831 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$712 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$633 Million1.99% of portfolio