Cascade Financial Partners, LLC Ishares Core Dividend Growth E Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 79,199 shares of DGRO stock, worth $5.05 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
79,199
Previous 78,822
0.48%
Holding current value
$5.05 Million
Previous $4.99 Billion
2.62%
% of portfolio
0.63%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,200Shares Held
278MCall Options Held
1.37MPut Options Held
34.1K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.17 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$942 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$680 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$642 Million0.23% of portfolio