New Edge Wealth, LLC Ishares Core Dividend Growth E Transaction History
New Edge Wealth, LLC
- $6.58 Billion
- Q3 2025
A detailed history of New Edge Wealth, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, New Edge Wealth, LLC holds 79,805 shares of DGRO stock, worth $5.46 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
79,805
Previous 90,988
12.29%
Holding current value
$5.46 Million
Previous $5.82 Million
6.6%
% of portfolio
0.08%
Previous 0.1%
Shares
17 transactions
Others Institutions Holding DGRO
# of Institutions
1,322Shares 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