Seven Springs Wealth Group, LLC Ishares Core Dividend Growth E Transaction History
Seven Springs Wealth Group, LLC
- $260 Million
- Q4 2024
A detailed history of Seven Springs Wealth Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 964,702 shares of DGRO stock, worth $56.4 Million. This represents 22.72% of its overall portfolio holdings.
Number of Shares
964,702
Previous 972,233
0.77%
Holding current value
$56.4 Million
Previous $60.9 Million
2.91%
% of portfolio
22.72%
Previous 22.81%
Shares
21 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$1.08 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.07 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.01 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$862 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$623 Million0.22% of portfolio