Atlas Private Wealth Advisors Ishares Core Dividend Growth E Transaction History
Atlas Private Wealth Advisors
- $691 Million
- Q1 2025
A detailed history of Atlas Private Wealth Advisors transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 342,413 shares of DGRO stock, worth $20 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
342,413
Previous 306,415
11.75%
Holding current value
$20 Million
Previous $18.8 Million
11.4%
% of portfolio
3.03%
Previous 2.73%
Shares
12 transactions
Others Institutions Holding DGRO
# of Institutions
1,220Shares Held
300MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.08 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.07 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.01 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$862 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$623 Million0.22% of portfolio