Forum Financial Management, LP Ishares Core Dividend Growth E Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Forum Financial Management, LP holds 3,047 shares of DGRO stock, worth $207,470. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,047Holding current value
$207,470% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DGRO
# of Institutions
1,303Shares Held
303MCall 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
-
Lpl Financial LLC Fort Mill, SC17.6MShares$1.2 Billion0.4% of portfolio
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Envestnet Asset Management Inc13.5MShares$922 Million0.27% of portfolio
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Wealthfront Advisers LLC13.3MShares$905 Million2.23% of portfolio