Amplius Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q4 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 3,286 shares of DGRO stock, worth $208,036. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,286
Previous 3,286
-0.0%
Holding current value
$208,036
Previous $205,000
1.95%
% of portfolio
0.02%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding DGRO
# of Institutions
1,212Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.16 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$934 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$675 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$637 Million0.23% of portfolio