Gratus Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Gratus Wealth Advisors, LLC
- $580 Billion
- Q2 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 898,561 shares of DGRO stock, worth $56.2 Million. This represents 9.19% of its overall portfolio holdings.
Number of Shares
898,561
Previous 901,724
0.35%
Holding current value
$56.2 Million
Previous $49.9 Billion
6.95%
% of portfolio
9.19%
Previous 9.16%
Shares
3 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