Soltis Investment Advisors LLC Ishares Core Dividend Growth E Transaction History
Soltis Investment Advisors LLC
- $1.38 Billion
- Q3 2025
A detailed history of Soltis Investment Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 10,992 shares of DGRO stock, worth $752,182. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,992
Previous 6,278
75.09%
Holding current value
$752,182
Previous $401,000
86.53%
% of portfolio
0.05%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding DGRO
# of Institutions
1,325Shares Held
310MCall 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