Philip James Wealth Mangement, LLC Ishares Core Dividend Growth E Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 196,468 shares of DGRO stock, worth $12.3 Million. This represents 7.53% of its overall portfolio holdings.
Number of Shares
196,468
Previous 182,375
7.73%
Holding current value
$12.3 Million
Previous $10.6 Billion
6.89%
% of portfolio
7.53%
Previous 7.5%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,057Shares Held
263MCall Options Held
306KPut Options Held
163K-
Morgan Stanley New York, NY19MShares$1.19 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$811 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.9MShares$620 Million0.01% of portfolio
-
Wealthfront Advisers LLC9.49MShares$594 Million1.84% of portfolio