Morton Brown Family Wealth, LLC Ishares Core Dividend Growth E Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 899 shares of DGRO stock, worth $52,339. This represents 0.02% of its overall portfolio holdings.
Number of Shares
899
Previous 899
-0.0%
Holding current value
$52,339
Previous $56,000
1.79%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,220Shares Held
300MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.06 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.01 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$859 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$621 Million0.22% of portfolio