Curated Wealth Partners LLC Ishares Core Dividend Growth E Transaction History
Curated Wealth Partners LLC
- $769 Million
- Q3 2024
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 $1.96 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
31,920
Previous 31,920
-0.0%
Holding current value
$1.96 Million
Previous $1.84 Million
8.87%
% of portfolio
0.26%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,116Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.08 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$820 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$704 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$626 Million1.99% of portfolio