Accurate Wealth Management, LLC Ishares Core Dividend Growth E Transaction History
Accurate Wealth Management, LLC
- $426 Million
- Q2 2024
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 29,881 shares of DGRO stock, worth $1.87 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
29,881
Previous 14,067
112.42%
Holding current value
$1.87 Million
Previous $816,000
110.91%
% of portfolio
0.4%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding DGRO
# of Institutions
1,057Shares Held
263MCall Options Held
306KPut Options Held
163K-
Morgan Stanley New York, NY19MShares$1.18 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$810 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.9MShares$619 Million0.01% of portfolio
-
Wealthfront Advisers LLC9.49MShares$593 Million1.84% of portfolio