A detailed history of Consolidated Planning Corp transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Consolidated Planning Corp holds 5,436 shares of DGRO stock, worth $349,317. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,436
Previous 3,538 53.65%
Holding current value
$349,317
Previous $203,000 67.49%
% of portfolio
0.06%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$57.47 - $62.76 $109,078 - $119,118
1,898 Added 53.65%
5,436 $340,000
Q2 2024

Aug 02, 2024

BUY
$55.23 - $58.55 $195,403 - $207,149
3,538 New
3,538 $203,000

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Consolidated Planning Corp Portfolio

Follow Consolidated Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.