Beacon Financial Planning, Inc Ishares Core Dividend Growth E Transaction History
Beacon Financial Planning, Inc
- $179 Billion
- Q2 2025
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 18,016 shares of DGRO stock, worth $1.23 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
18,016
Previous 12,831
40.41%
Holding current value
$1.23 Million
Previous $793 Million
45.32%
% of portfolio
0.64%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,297Shares Held
303MCall Options Held
1.62MPut Options Held
27.1K-
Morgan Stanley New York, NY18.8MShares$1.28 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.5MShares$1.26 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$1.2 Billion0.4% of portfolio
-
Envestnet Asset Management Inc13.5MShares$922 Million0.27% of portfolio
-
Wealthfront Advisers LLC13.3MShares$905 Million2.23% of portfolio