Venturi Wealth Management, LLC Ishares Core Dividend Growth E Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 174 shares of DGRO stock, worth $11,043. This represents 0.0% of its overall portfolio holdings.
Number of Shares
174
Previous 174
-0.0%
Holding current value
$11,043
Previous $10,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,159Shares 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