Advocacy Wealth Management Services, LLC Ishares Core Dividend Growth E Transaction History
Advocacy Wealth Management Services, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 22,135 shares of DGRO stock, worth $1.4 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
22,135
Previous 24,971
11.36%
Holding current value
$1.4 Million
Previous $1.44 Million
3.55%
% of portfolio
0.12%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding DGRO
# of Institutions
1,159Shares Held
273MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.12 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$848 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$728 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$647 Million1.99% of portfolio