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 $780,035. This represents 0.54% of its overall portfolio holdings.
Number of Shares
12,317
Previous 13,318
7.52%
Holding current value
$780,035
Previous $835 Million
99.91%
% of portfolio
0.54%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,128Shares Held
270MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.11 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$846 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$726 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$645 Million1.99% of portfolio