Evernest Financial Advisors, LLC Ishares Core Dividend Growth E Transaction History
Evernest Financial Advisors, LLC
- $363 Million
- Q4 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 11,797 shares of DGRO stock, worth $748,755. This represents 0.2% of its overall portfolio holdings.
Number of Shares
11,797
Previous 12,992
9.2%
Holding current value
$748,755
Previous $814,000
11.18%
% of portfolio
0.2%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,149Shares Held
272MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.12 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$848 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$728 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$647 Million1.99% of portfolio