Brass Tax Wealth Management, Inc Ishares Core Dividend Growth E Transaction History

Brass Tax Wealth Management, Inc

  • $252 Million
  • Q3 2024

A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 175,495 shares of DGRO stock, worth $10.8 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares
175,495
Previous 183,391 4.31%
Holding current value
$10.8 Million
Previous $10.6 Billion 99.9%
% of portfolio
4.36%
Previous 4.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 12, 2024
SELL
$57.47 - $62.76 $453,783 - $495,552
-7,896 Reduced 4.31%
175,495 $11 Million
Q2 2024

Dec 12, 2024
BUY
$55.23 - $58.55 $10.1 Million - $10.7 Million
183,391 New
183,391 $10.6 Billion
Q1 2024

Jul 31, 2024
BUY
$53.33 - $58.06 $9.04 Million - $9.84 Million
169,474 New
169,474 $9.84 Billion

Others Institutions Holding DGRO

# of Institutions
1,116
Shares Held
269M
Call Options Held
1.53M
Put Options Held
12.1K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Brass Tax Wealth Management, Inc Portfolio

Follow Brass Tax Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email