Forza Wealth Management, LLC Ishares Core Dividend Growth E Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Forza Wealth Management, LLC holds 52,153 shares of DGRO stock, worth $3.26 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
52,153
Previous 34,003
53.38%
Holding current value
$3.26 Million
Previous $1.97 Billion
52.19%
% of portfolio
1.55%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,057Shares Held
263MCall Options Held
306KPut Options Held
163K-
Morgan Stanley New York, NY19MShares$1.18 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$810 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.9MShares$619 Million0.01% of portfolio
-
Wealthfront Advisers LLC9.49MShares$593 Million1.84% of portfolio