Leo Wealth, LLC Ishares Core Dividend Growth E Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 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 40,598 shares of DGRO stock, worth $2.63 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
40,598
Previous 40,552
0.11%
Holding current value
$2.63 Million
Previous $2.33 Billion
9.18%
% of portfolio
0.23%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,115Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.19 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.14 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$865 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$742 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$660 Million1.99% of portfolio