Sheets Smith Wealth Management Ishares Core Dividend Growth E Transaction History
Sheets Smith Wealth Management
- $807 Million
- Q3 2024
A detailed history of Sheets Smith Wealth Management transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sheets Smith Wealth Management holds 53,758 shares of DGRO stock, worth $3.34 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
53,758
Previous 66,305
18.92%
Holding current value
$3.34 Million
Previous $3.82 Million
11.76%
% of portfolio
0.42%
Previous 0.46%
Shares
12 transactions
Others Institutions Holding DGRO
# of Institutions
1,116Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.15 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.09 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$831 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$712 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$633 Million1.99% of portfolio