Doyle Wealth Management Ishares Core Dividend Growth E Transaction History
Doyle Wealth Management
- $1.16 Billion
- Q3 2022
A detailed history of Doyle Wealth Management transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Doyle Wealth Management holds 4,740 shares of DGRO stock, worth $322,746. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,740
              Previous 7,025
              
        
           32.53%
        
      
          
        Holding current value
$322,746
            Previous $335,000
            
        
           37.01%
        
      
          
        % of portfolio
0.02%
            Previous 0.03%
          
        Shares
	  2 transactions
	
  Others Institutions Holding DGRO
# of Institutions
1,302Shares Held
303MCall Options Held
1.62MPut Options Held
27.1K- 
    
      Morgan Stanley New York, NY18.8MShares$1.28 Billion0.08% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC18.5MShares$1.26 Billion0.09% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC17.6MShares$1.2 Billion0.4% of portfolio
- 
    
      Envestnet Asset Management Inc13.5MShares$922 Million0.27% of portfolio
- 
    
      Wealthfront Advisers LLC13.3MShares$905 Million2.23% of portfolio