River Wealth Advisors LLC Ishares Core Dividend Growth E Transaction History
River Wealth Advisors LLC
- $734 Million
- Q4 2024
A detailed history of River Wealth Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, River Wealth Advisors LLC holds 8,700 shares of DGRO stock, worth $506,514. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,700
Previous 9,259
6.04%
Holding current value
$506,514
Previous $580,000
8.1%
% of portfolio
0.07%
Previous 0.08%
Shares
4 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