Bernard Wealth Management Corp. Ishares Core Dividend Growth E Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 2025
A detailed history of Bernard Wealth Management Corp. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 6,717 shares of DGRO stock, worth $418,200. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,717
Previous 7,861
14.55%
Holding current value
$418,200
Previous $482 Million
13.94%
% of portfolio
0.2%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,239Shares Held
294MCall Options Held
61.1KPut Options Held
62.1K-
Morgan Stanley New York, NY18.5MShares$1.15 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$1.12 Billion0.09% of portfolio
-
Wealthfront Advisers LLC16.9MShares$1.05 Billion2.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$977 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.2MShares$637 Million0.25% of portfolio