Heritage Wealth Management, Inc./Texas Ishares Core Dividend Growth E Transaction History
Heritage Wealth Management, Inc./Texas
- $201 Billion
- Q2 2025
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 3,528 shares of DGRO stock, worth $236,129. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,528Holding current value
$236,129% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding DGRO
# of Institutions
1,287Shares Held
305MCall Options Held
1.62MPut Options Held
27.1K-
Morgan Stanley New York, NY18.8MShares$1.26 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.5MShares$1.24 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$1.18 Billion0.4% of portfolio
-
Envestnet Asset Management Inc13.5MShares$906 Million0.27% of portfolio
-
Wealthfront Advisers LLC13.3MShares$890 Million2.23% of portfolio