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 $103,713. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,775
Previous 2,165
18.01%
Holding current value
$103,713
Previous $133 Million
17.43%
% of portfolio
0.1%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,220Shares Held
300MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.08 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.07 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.01 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$862 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$623 Million0.22% of portfolio