Form Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Form Wealth Advisors, LLC
- $736 Billion
- Q1 2025
A detailed history of Form Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 664,277 shares of DGRO stock, worth $38.8 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
664,277Holding current value
$38.8 Million% of portfolio
5.58%Shares
1 transactions
Others Institutions Holding DGRO
# of Institutions
1,221Shares Held
300MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.08 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.07 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.01 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$862 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$623 Million0.22% of portfolio