Carolinas Wealth Consulting LLC Ishares Core Dividend Growth E Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,570 shares of DGRO stock, worth $96,146. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,570
Previous 1,565
0.32%
Holding current value
$96,146
Previous $90,000
8.89%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding DGRO
# of Institutions
1,117Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.08 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$818 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$702 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$624 Million1.99% of portfolio