Congress Wealth Management LLC Ishares Core Dividend Growth E Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 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 4,766 shares of DGRO stock, worth $305,738. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,766
Previous 3,795
25.59%
Holding current value
$305,738
Previous $218,000
36.7%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding DGRO
# of Institutions
1,099Shares Held
268MCall Options Held
306KPut Options Held
156K-
Morgan Stanley New York, NY19MShares$1.22 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$857 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$735 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$654 Million1.99% of portfolio