Cyndeo Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 14,671 shares of DGRO stock, worth $949,947. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,671
Previous 15,686 6.47%
Holding current value
$949,947
Previous $903,000 1.77%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$57.47 - $62.76 $58,332 - $63,701
-1,015 Reduced 6.47%
14,671 $919,000
Q2 2024

Jul 30, 2024
BUY
$55.23 - $58.55 $58,985 - $62,531
1,068 Added 7.31%
15,686 $903,000
Q1 2024

Apr 16, 2024
BUY
$53.33 - $58.06 $1,066 - $1,161
20 Added 0.14%
14,618 $848,000
Q4 2023

Jan 12, 2024
BUY
$47.36 - $54.1 $322,000 - $367,825
6,799 Added 87.18%
14,598 $785,000
Q3 2023

Oct 10, 2023
BUY
$49.53 - $53.28 $386,284 - $415,530
7,799 New
7,799 $386,000

Others Institutions Holding DGRO

# of Institutions
1,115
Shares Held
269M
Call Options Held
1.53M
Put Options Held
12.1K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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