180 Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
180 Wealth Advisors, LLC
- $613 Million
- Q1 2025
A detailed history of 180 Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 52,881 shares of DGRO stock, worth $3.15 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
52,881
Previous 57,396
7.87%
Holding current value
$3.15 Million
Previous $3.52 Million
8.15%
% of portfolio
0.53%
Previous 0.56%
Shares
30 transactions
Others Institutions Holding DGRO
# of Institutions
1,217Shares Held
300MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.09 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.03 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$878 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$634 Million0.22% of portfolio