Cyndeo Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 14,671 shares of DGRO stock, worth $935,422. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,671
Previous 14,671 -0.0%
Holding current value
$935,422
Previous $919,000 2.18%
% of portfolio
0.06%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$57.47 - $62.76 $58,332 - $63,701
-1,015 Reduced 6.47%
14,671 $919,000
Q2 2024

Jul 30, 2024
BUY
$55.23 - $58.55 $58,985 - $62,531
1,068 Added 7.31%
15,686 $903,000
Q1 2024

Apr 16, 2024
BUY
$53.33 - $58.06 $1,066 - $1,161
20 Added 0.14%
14,618 $848,000
Q4 2023

Jan 12, 2024
BUY
$47.36 - $54.1 $322,000 - $367,825
6,799 Added 87.18%
14,598 $785,000
Q3 2023

Oct 10, 2023
BUY
$49.53 - $53.28 $386,284 - $415,530
7,799 New
7,799 $386,000

Others Institutions Holding DGRO

# of Institutions
1,207
Shares Held
279M
Call Options Held
62.4K
Put Options Held
33.8K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email