Avantra Family Wealth, Inc. Ishares Core Dividend Growth E Transaction History
Avantra Family Wealth, Inc.
- $104 Billion
- Q1 2025
A detailed history of Avantra Family Wealth, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 17,427 shares of DGRO stock, worth $1.04 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
17,427
Previous 16,343
6.63%
Holding current value
$1.04 Million
Previous $1 Billion
7.4%
% of portfolio
1.03%
Previous 0.94%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,220Shares Held
296MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.09 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.09 Billion0.1% of portfolio
-
Wealthfront Advisers LLC16.9MShares$1 Billion2.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$877 Million0.38% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$598 Million0.23% of portfolio