Continuum Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Continuum Wealth Advisors, LLC
- $175 Million
- Q1 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 6,508 shares of DGRO stock, worth $374,925. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,508
Previous 6,692
2.75%
Holding current value
$374,925
Previous $360,000
4.72%
% of portfolio
0.22%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding DGRO
# of Institutions
1,039Shares Held
253MCall Options Held
1.36MPut Options Held
123K-
Morgan Stanley New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.7MShares$1.02 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$686 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.66MShares$557 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.71MShares$502 Million0.76% of portfolio