Avidian Wealth Solutions, LLC Ishares Core Dividend Growth E Transaction History
Avidian Wealth Solutions, LLC
- $2.16 Billion
- Q4 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 121,301 shares of DGRO stock, worth $7.7 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
121,301
Previous 120,420
0.73%
Holding current value
$7.7 Million
Previous $7.55 Million
1.44%
% of portfolio
0.35%
Previous 0.35%
Shares
27 transactions
Others Institutions Holding DGRO
# of Institutions
1,159Shares Held
273MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.12 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$848 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$728 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$647 Million1.99% of portfolio