Copia Wealth Management Ishares Core Dividend Growth E Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 2025

A detailed history of Copia Wealth Management transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Copia Wealth Management holds 1,775 shares of DGRO stock, worth $110,245. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,775
Previous 2,165 18.01%
Holding current value
$110,245
Previous $133 Million 17.43%
% of portfolio
0.1%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$60.46 - $64.42 $23,579 - $25,123
-390 Reduced 18.01%
1,775 $110 Million
Q4 2024

Mar 06, 2025
BUY
$60.73 - $64.94 $131,480 - $140,595
2,165 New
2,165 $133 Million

Others Institutions Holding DGRO

# of Institutions
1,239
Shares Held
294M
Call Options Held
61.1K
Put Options Held
62.1K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management 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 Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email