Org Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Org Wealth Partners, LLC holds 12,317 shares of DGRO stock, worth $786,933. This represents 0.54% of its overall portfolio holdings.
Number of Shares
12,317
Previous 13,318
7.52%
Holding current value
$786,933
Previous $835 Million
99.91%
% of portfolio
0.54%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,207Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.18 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.17 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$943 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$681 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$642 Million0.23% of portfolio