Clarus Wealth Advisors Ishares Core Dividend Growth E Transaction History
Clarus Wealth Advisors
- $200 Million
- Q4 2024
A detailed history of Clarus Wealth Advisors transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Clarus Wealth Advisors holds 5,452 shares of DGRO stock, worth $337,642. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,452
Previous 5,135
6.17%
Holding current value
$337,642
Previous $321,000
4.05%
% of portfolio
0.17%
Previous 0.16%
Shares
28 transactions
Others Institutions Holding DGRO
# of Institutions
1,215Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.14 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.13 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$914 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$660 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$623 Million0.23% of portfolio