Simplicity Wealth,Llc Ishares Core Dividend Growth E Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Simplicity Wealth,Llc holds 9,046 shares of DGRO stock, worth $574,149. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,046
Previous 14,918
39.36%
Holding current value
$574,149
Previous $859,000
33.99%
% of portfolio
0.05%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,154Shares Held
273MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.12 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$848 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$728 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$647 Million1.99% of portfolio