Forthright Family Wealth Advisory LLC Ishares Core Dividend Growth E Transaction History
Forthright Family Wealth Advisory LLC
- $140 Million
- Q3 2025
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 3,044 shares of DGRO stock, worth $207,265. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,044Holding current value
$207,265% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding DGRO
# of Institutions
1,311Shares Held
305MCall Options Held
1.62MPut Options Held
27.1K-
Morgan Stanley New York, NY18.8MShares$1.28 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.5MShares$1.26 Billion0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC17.6MShares$1.2 Billion0.4% of portfolio
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Wealthfront Advisers LLC13.3MShares$906 Million2.18% of portfolio
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Envestnet Asset Management Inc10.6MShares$719 Million0.22% of portfolio