Wr Wealth Planners, LLC Ishares Core Dividend Growth E Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 120 shares of DGRO stock, worth $7,364. This represents 0.0% of its overall portfolio holdings.
Number of Shares
120
Previous 99
21.21%
Holding current value
$7,364
Previous $5,000
40.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DGRO
# of Institutions
1,117Shares 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$704 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$625 Million1.99% of portfolio