Potentia Wealth Ishares Core Dividend Growth E Transaction History
Potentia Wealth
- $262 Billion
- Q3 2025
A detailed history of Potentia Wealth transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Potentia Wealth holds 7,064 shares of DGRO stock, worth $483,389. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,064
Previous 7,064
-0.0%
Holding current value
$483,389
Previous $452 Million
6.47%
% of portfolio
0.18%
Previous 0.26%
Shares
1 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