Atlantic Family Wealth, LLC Ishares Core Dividend Growth E Transaction History
Atlantic Family Wealth, LLC
- $115 Billion
- Q2 2025
A detailed history of Atlantic Family Wealth, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Atlantic Family Wealth, LLC holds 7,919 shares of DGRO stock, worth $539,204. This represents 0.44% of its overall portfolio holdings.
Number of Shares
7,919
Previous 8,542
7.29%
Holding current value
$539,204
Previous $528 Million
4.05%
% of portfolio
0.44%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,287Shares Held
303MCall Options Held
1.62MPut Options Held
27.1K-
Morgan Stanley New York, NY18.8MShares$1.28 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.5MShares$1.26 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$1.2 Billion0.4% of portfolio
-
Envestnet Asset Management Inc13.5MShares$922 Million0.27% of portfolio
-
Wealthfront Advisers LLC13.3MShares$905 Million2.23% of portfolio