Family Asset Management, LLC Ishares Core Dividend Growth E Transaction History
Family Asset Management, LLC
- $166 Billion
- Q3 2024
A detailed history of Family Asset Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Family Asset Management, LLC holds 104,752 shares of DGRO stock, worth $6.61 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
104,752
Previous 75,952
37.92%
Holding current value
$6.61 Million
Previous $4.38 Billion
50.08%
% of portfolio
3.95%
Previous 2.82%
Shares
8 transactions
Others Institutions Holding DGRO
# of Institutions
1,138Shares Held
272MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.16 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.11 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$843 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$723 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$643 Million1.99% of portfolio