Fingerlakes Wealth Management, Inc. Ishares Core Dividend Growth E Transaction History
Fingerlakes Wealth Management, Inc.
- $120 Million
- Q3 2024
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 20,151 shares of DGRO stock, worth $1.24 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
20,151
Previous 19,304
4.39%
Holding current value
$1.24 Million
Previous $1.11 Million
13.58%
% of portfolio
1.06%
Previous 1.0%
Shares
10 transactions
Others Institutions Holding DGRO
# of Institutions
1,116Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.08 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$820 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$704 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$626 Million1.99% of portfolio