Sanchez Wealth Management Group Ishares Core Dividend Growth E Transaction History
Sanchez Wealth Management Group
- $417 Million
- Q3 2025
A detailed history of Sanchez Wealth Management Group transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sanchez Wealth Management Group holds 4,909 shares of DGRO stock, worth $335,922. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,909
Previous 6,017
18.41%
Holding current value
$335,922
Previous $384,000
13.02%
% of portfolio
0.08%
Previous 0.1%
Shares
25 transactions
Others Institutions Holding DGRO
# of Institutions
1,327Shares Held
311MCall 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