Balance Wealth, LLC Ishares Core Dividend Growth E Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Balance Wealth, LLC holds 7,717 shares of DGRO stock, worth $459,007. This represents 0.31% of its overall portfolio holdings.
Number of Shares
7,717Holding current value
$459,007% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding DGRO
# of Institutions
1,217Shares Held
300MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.09 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.03 Billion3.13% of portfolio
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Lpl Financial LLC Fort Mill, SC14.8MShares$878 Million0.38% of portfolio
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Envestnet Asset Management Inc10.7MShares$634 Million0.22% of portfolio