Connecticut Wealth Management, LLC Ishares Core Dividend Growth E Transaction History
Connecticut Wealth Management, LLC
- $2.11 Billion
- Q4 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 107,775 shares of DGRO stock, worth $6.82 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
107,775
Previous 107,775
-0.0%
Holding current value
$6.82 Million
Previous $6.76 Million
2.16%
% of portfolio
0.31%
Previous 0.33%
Shares
23 transactions
Others Institutions Holding DGRO
# of Institutions
1,213Shares 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