Premier Path Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History
Premier Path Wealth Partners, LLC
- $634 Billion
- Q3 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 158,749 shares of DGRO stock, worth $9.74 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
158,749
Previous 158,082
0.42%
Holding current value
$9.74 Million
Previous $9.11 Billion
9.28%
% of portfolio
1.57%
Previous 1.55%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,116Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.08 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$820 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$703 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$625 Million1.99% of portfolio