Curated Wealth Partners LLC Ishares Core Dividend Growth E Transaction History
Curated Wealth Partners LLC
- $862 Million
- Q4 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 32,836 shares of DGRO stock, worth $2.09 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
32,836
Previous 31,920
2.87%
Holding current value
$2.09 Million
Previous $2 Million
0.65%
% of portfolio
0.23%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,205Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.16 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$941 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$680 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$641 Million0.23% of portfolio