Elevate Wealth Advisory, Inc Ishares Core Dividend Growth E Transaction History
Elevate Wealth Advisory, Inc
- $138 Billion
- Q3 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 821 shares of DGRO stock, worth $56,181. This represents 0.04% of its overall portfolio holdings.
Number of Shares
821
Previous 820
0.12%
Holding current value
$56,181
Previous $52.4 Million
6.6%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,323Shares Held
310MCall Options Held
1.58MPut Options Held
24.2K-
Morgan Stanley New York, NY19MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$1.28 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$1.24 Billion0.39% of portfolio
-
Wealthfront Advisers LLC13.3MShares$910 Million2.18% of portfolio
-
Envestnet Asset Management Inc10.6MShares$723 Million0.22% of portfolio