Form Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Form Wealth Advisors, LLC
- $827 Billion
- Q2 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 621,520 shares of DGRO stock, worth $40.9 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
621,520
Previous 664,277
6.44%
Holding current value
$40.9 Million
Previous $41 Billion
3.17%
% of portfolio
4.81%
Previous 5.58%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,255Shares Held
295MCall Options Held
61.1KPut Options Held
62.1K-
Morgan Stanley New York, NY18.5MShares$1.22 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$1.19 Billion0.09% of portfolio
-
Wealthfront Advisers LLC16.9MShares$1.11 Billion2.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.03 Billion0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.2MShares$673 Million0.25% of portfolio