Valued Wealth Advisors LLC Ishares Core Dividend Growth E Transaction History
Valued Wealth Advisors LLC
- $160 Billion
- Q4 2024
A detailed history of Valued Wealth Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 2,776 shares of DGRO stock, worth $174,999. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,776Holding current value
$174,999% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding DGRO
# of Institutions
1,208Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.16 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.15 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$930 Million0.38% of portfolio
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Envestnet Asset Management Inc10.7MShares$672 Million0.22% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.1MShares$634 Million0.23% of portfolio