Consilio Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Consilio Wealth Advisors, LLC
- $244 Million
- Q4 2024
A detailed history of Consilio Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 349,261 shares of DGRO stock, worth $21.5 Million. This represents 8.78% of its overall portfolio holdings.
Number of Shares
349,261
Previous 344,320
1.44%
Holding current value
$21.5 Million
Previous $21.6 Million
0.75%
% of portfolio
8.78%
Previous 8.91%
Shares
13 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$1.13 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.12 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$908 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$656 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$619 Million0.23% of portfolio