Strategies Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Strategies Wealth Advisors, LLC
- $803 Billion
- Q4 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 1,205,081 shares of DGRO stock, worth $76.8 Million. This represents 9.54% of its overall portfolio holdings.
Number of Shares
1,205,081
Previous 1,103,996
9.16%
Holding current value
$76.8 Million
Previous $69.2 Billion
10.65%
% of portfolio
9.54%
Previous 9.25%
Shares
12 transactions
Others Institutions Holding DGRO
# of Institutions
1,206Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.16 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$941 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$680 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$641 Million0.23% of portfolio