Altus Wealth Management, LLC Ishares Core Dividend Growth E Transaction History
Altus Wealth Management, LLC
- $212 Million
- Q3 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 412,736 shares of DGRO stock, worth $26.5 Million. This represents 12.21% of its overall portfolio holdings.
Number of Shares
412,736
Previous 415,334
0.63%
Holding current value
$26.5 Million
Previous $23.9 Million
8.14%
% of portfolio
12.21%
Previous 11.5%
Shares
5 transactions
Others Institutions Holding DGRO
# of Institutions
1,115Shares Held
269MCall 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$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$859 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$737 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$655 Million1.99% of portfolio