Annex Advisory Services, LLC Ishares Core Dividend Growth E Transaction History
Annex Advisory Services, LLC
- $2.76 Billion
- Q3 2024
A detailed history of Annex Advisory Services, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Annex Advisory Services, LLC holds 12,303 shares of DGRO stock, worth $755,158. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,303
Previous 12,461
1.27%
Holding current value
$755,158
Previous $717,000
7.53%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding DGRO
# of Institutions
1,116Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.08 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$820 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$704 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$626 Million1.99% of portfolio