Blue Bell Private Wealth Management, LLC Ishares Core Dividend Growth E Transaction History
Blue Bell Private Wealth Management, LLC
- $499 Million
- Q3 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 2,765 shares of DGRO stock, worth $177,678. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,765
Previous 2,778
0.47%
Holding current value
$177,678
Previous $160,000
8.13%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding DGRO
# of Institutions
1,113Shares Held
268MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.18 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$859 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$737 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$655 Million1.99% of portfolio