Sage View Advisory Group, LLC Ishares Core Dividend Growth E Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 15,298 shares of DGRO stock, worth $990,545. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,298
Previous 20,350
24.83%
Holding current value
$990,545
Previous $1.17 Billion
18.19%
% of portfolio
0.05%
Previous 0.05%
Shares
7 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