Altus Wealth Management, LLC Ishares Core Dividend Growth E Transaction History
Altus Wealth Management, LLC
- $190 Million
- Q1 2024
A detailed history of Altus Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Altus Wealth Management, LLC holds 410,858 shares of DGRO stock, worth $23.7 Million. This represents 12.55% of its overall portfolio holdings.
Number of Shares
410,858
Previous 405,662
1.28%
Holding current value
$23.7 Million
Previous $21.8 Million
9.26%
% of portfolio
12.55%
Previous 13.06%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,040Shares Held
253MCall Options Held
1.36MPut Options Held
123K-
Morgan Stanley New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.7MShares$1.02 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$687 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.66MShares$557 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.71MShares$502 Million0.76% of portfolio