Holistic Planning, LLC Ishares Core Dividend Growth E Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Holistic Planning, LLC holds 25,952 shares of DGRO stock, worth $1.6 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
25,952
Previous 26,706
2.82%
Holding current value
$1.6 Million
Previous $1.55 Billion
2.82%
% of portfolio
1.16%
Previous 1.18%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,055Shares Held
262MCall Options Held
306KPut Options Held
163K-
Morgan Stanley New York, NY19MShares$1.17 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.09 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$800 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.9MShares$611 Million0.01% of portfolio
-
Wealthfront Advisers LLC9.49MShares$586 Million1.84% of portfolio