Wealth Plan Partners, LLC Ishares Core Dividend Growth E Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 273,507 shares of DGRO stock, worth $16.9 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
273,507
Previous 308,779
11.42%
Holding current value
$16.9 Million
Previous $19.4 Billion
13.33%
% of portfolio
2.38%
Previous 2.6%
Shares
26 transactions
Others Institutions Holding DGRO
# of Institutions
1,214Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.14 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.13 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$911 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$658 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$621 Million0.23% of portfolio