Castle Wealth Management LLC Ishares Core Dividend Growth E Transaction History
Castle Wealth Management LLC
- $183 Million
- Q4 2024
A detailed history of Castle Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Castle Wealth Management LLC holds 5,410 shares of DGRO stock, worth $342,344. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,410
Previous 5,410
-0.0%
Holding current value
$342,344
Previous $339,000
2.36%
% of portfolio
0.18%
Previous 0.18%
Shares
10 transactions
Others Institutions Holding DGRO
# of Institutions
1,171Shares Held
274MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.11 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$846 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$725 Million0.24% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$636 Million0.23% of portfolio