Bms Financial Advisors, LLC Ishares Core Dividend Growth E Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 4,825 shares of DGRO stock, worth $301,659. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,825
Previous 4,921
1.95%
Holding current value
$301,659
Previous $246,000
0.81%
% of portfolio
0.17%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DGRO
# of Institutions
1,056Shares Held
262MCall Options Held
306KPut Options Held
163K-
Morgan Stanley New York, NY19MShares$1.18 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$810 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.9MShares$619 Million0.01% of portfolio
-
Wealthfront Advisers LLC9.49MShares$593 Million1.84% of portfolio