Leo Wealth, LLC Ishares Core Dividend Growth E Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Leo Wealth, LLC holds 40,361 shares of DGRO stock, worth $2.55 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
40,361
Previous 40,598
0.58%
Holding current value
$2.55 Million
Previous $2.55 Billion
2.72%
% of portfolio
0.22%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding DGRO
# of Institutions
1,138Shares Held
272MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.16 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.11 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$843 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$723 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$643 Million1.99% of portfolio