Wolff Financial Management LLC Ishares Core Dividend Growth E Transaction History
Wolff Financial Management LLC
- $360 Million
- Q4 2024
A detailed history of Wolff Financial Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Wolff Financial Management LLC holds 508,917 shares of DGRO stock, worth $31.1 Million. This represents 8.66% of its overall portfolio holdings.
Number of Shares
508,917
Previous 510,387
0.29%
Holding current value
$31.1 Million
Previous $32 Million
2.43%
% of portfolio
8.66%
Previous 8.69%
Shares
16 transactions
Others Institutions Holding DGRO
# of Institutions
1,216Shares Held
296MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.12 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.06 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$902 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$652 Million0.22% of portfolio