Beacon Financial Advisory LLC Ishares Core Dividend Growth E Transaction History
Beacon Financial Advisory LLC
- $193 Million
- Q1 2024
A detailed history of Beacon Financial Advisory LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 20,050 shares of DGRO stock, worth $1.16 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
20,050
Previous 62,231
67.78%
Holding current value
$1.16 Million
Previous $3.35 Million
65.24%
% of portfolio
0.6%
Previous 1.66%
Shares
18 transactions
Others Institutions Holding DGRO
# of Institutions
1,042Shares Held
253MCall Options Held
1.36MPut Options Held
123K-
Morgan Stanley New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.7MShares$1.02 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$688 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.66MShares$558 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.71MShares$503 Million0.76% of portfolio