Cypress Financial Planning LLC Ishares Core Dividend Growth E Transaction History
Cypress Financial Planning LLC
- $276 Million
- Q1 2025
A detailed history of Cypress Financial Planning LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Cypress Financial Planning LLC holds 188,605 shares of DGRO stock, worth $11.2 Million. This represents 4.18% of its overall portfolio holdings.
Number of Shares
188,605
Previous 194,588
3.07%
Holding current value
$11.2 Million
Previous $11.9 Million
3.38%
% of portfolio
4.18%
Previous 4.41%
Shares
12 transactions
Others Institutions Holding DGRO
# of Institutions
1,217Shares Held
300MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.09 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.03 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$878 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$634 Million0.22% of portfolio