Gratus Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Gratus Wealth Advisors, LLC
- $612 Billion
- Q3 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 1,121,862 shares of DGRO stock, worth $68.9 Million. This represents 11.4% of its overall portfolio holdings.
Number of Shares
1,121,862
Previous 898,561
24.85%
Holding current value
$68.9 Million
Previous $53.3 Billion
30.83%
% of portfolio
11.4%
Previous 9.19%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,116Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.08 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$820 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$704 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$626 Million1.99% of portfolio