Curated Wealth Partners LLC Ishares Core Dividend Growth E Transaction History
Curated Wealth Partners LLC
- $791 Million
- Q3 2025
A detailed history of Curated Wealth Partners LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Curated Wealth Partners LLC holds 31,920 shares of DGRO stock, worth $2.17 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
31,920
Previous 31,920
-0.0%
Holding current value
$2.17 Million
Previous $2.04 Million
6.52%
% of portfolio
0.27%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,297Shares Held
303MCall Options Held
1.62MPut Options Held
27.1K-
Morgan Stanley New York, NY18.8MShares$1.28 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.5MShares$1.26 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$1.2 Billion0.4% of portfolio
-
Envestnet Asset Management Inc13.5MShares$922 Million0.27% of portfolio
-
Wealthfront Advisers LLC13.3MShares$905 Million2.23% of portfolio