Strategies Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Strategies Wealth Advisors, LLC
- $748 Billion
- Q3 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 1,103,996 shares of DGRO stock, worth $68.8 Million. This represents 9.25% of its overall portfolio holdings.
Number of Shares
1,103,996
Previous 1,079,167
2.3%
Holding current value
$68.8 Million
Previous $62.2 Billion
11.32%
% of portfolio
9.25%
Previous 9.05%
Shares
11 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$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$832 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$714 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$635 Million1.99% of portfolio