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
1,138Shares Held
272MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.16 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.11 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$843 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$723 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$643 Million1.99% of portfolio