Alta Wealth Advisors LLC Ishares Core Dividend Growth E Transaction History
Alta Wealth Advisors LLC
- $219 Million
- Q3 2024
A detailed history of Alta Wealth Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 7,693 shares of DGRO stock, worth $490,582. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,693
Previous 7,499
2.59%
Holding current value
$490,582
Previous $432,000
11.57%
% of portfolio
0.22%
Previous 0.22%
Shares
15 transactions
Others Institutions Holding DGRO
# of Institutions
1,113Shares Held
268MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.18 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.12 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$852 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$731 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$650 Million1.99% of portfolio