Collaborative Wealth Managment Inc. Ishares Core Dividend Growth E Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 7,778 shares of DGRO stock, worth $481,613. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,778
Previous 7,778
-0.0%
Holding current value
$481,613
Previous $487,000
2.05%
% of portfolio
0.22%
Previous 0.23%
Shares
8 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