Concord Asset Management, Llc/Va Ishares Core Dividend Growth E Transaction History
Concord Asset Management, Llc/Va
- $665 Billion
- Q2 2025
A detailed history of Concord Asset Management, Llc/Va transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 115,012 shares of DGRO stock, worth $7.83 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
115,012
Previous 87,996
30.7%
Holding current value
$7.83 Million
Previous $5.17 Billion
42.18%
% of portfolio
1.11%
Previous 1.14%
Shares
15 transactions
Others Institutions Holding DGRO
# of Institutions
1,291Shares Held
303MCall Options Held
1.62MPut Options Held
27.1K-
Morgan Stanley New York, NY18.8MShares$1.28 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.5MShares$1.26 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$1.2 Billion0.4% of portfolio
-
Envestnet Asset Management Inc13.5MShares$922 Million0.27% of portfolio
-
Wealthfront Advisers LLC13.3MShares$905 Million2.23% of portfolio