Curtis Advisory Group, LLC Ishares Core Dividend Growth E Transaction History
Curtis Advisory Group, LLC
- $378 Million
- Q2 2025
A detailed history of Curtis Advisory Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 4,500 shares of DGRO stock, worth $308,700. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,500
Previous 4,500
-0.0%
Holding current value
$308,700
Previous $278,000
3.24%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,288Shares Held
305MCall Options Held
1.62MPut Options Held
27.1K-
Morgan Stanley New York, NY18.8MShares$1.29 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.5MShares$1.27 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$1.21 Billion0.4% of portfolio
-
Envestnet Asset Management Inc13.5MShares$929 Million0.27% of portfolio
-
Wealthfront Advisers LLC13.3MShares$912 Million2.23% of portfolio