Congress Wealth Management LLC Ishares Core Dividend Growth E Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,877 shares of DGRO stock, worth $289,206. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,877
Previous 8,416
42.05%
Holding current value
$289,206
Previous $452,000
37.39%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding DGRO
# of Institutions
1,045Shares Held
253MCall Options Held
1.36MPut Options Held
91.5K-
Morgan Stanley New York, NY18.9MShares$1.12 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.7MShares$1.05 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$706 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.66MShares$573 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.82MShares$523 Million0.74% of portfolio