Centricity Wealth Management, LLC Ishares Core Dividend Growth E Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 53,529 shares of DGRO stock, worth $3.46 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
53,529
Previous 44,890
19.24%
Holding current value
$3.46 Million
Previous $2.77 Billion
23.41%
% of portfolio
2.74%
Previous 2.52%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,266Shares Held
295MCall Options Held
61.1KPut Options Held
62.1K-
Morgan Stanley New York, NY18.5MShares$1.2 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$1.17 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.02 Billion0.39% of portfolio
-
Envestnet Asset Management Inc13.5MShares$876 Million0.27% of portfolio
-
Wealthfront Advisers LLC13.3MShares$861 Million2.23% of portfolio