Concord Wealth Partners Ishares Core Dividend Growth E Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Concord Wealth Partners holds 241,980 shares of DGRO stock, worth $15.3 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
241,980
Previous 250,358
3.35%
Holding current value
$15.3 Million
Previous $15.7 Million
5.42%
% of portfolio
2.46%
Previous 2.65%
Shares
19 transactions
Others Institutions Holding DGRO
# of Institutions
1,212Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.16 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$934 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$675 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$637 Million0.23% of portfolio