Catalytic Wealth Ria, LLC Ishares Core Dividend Growth E Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 4,919 shares of DGRO stock, worth $300,796. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,919
Previous 5,030
2.21%
Holding current value
$300,796
Previous $315 Million
4.31%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,217Shares Held
300MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.12 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.06 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$902 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$652 Million0.22% of portfolio