Holistic Planning, LLC Ishares Core Dividend Growth E Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Holistic Planning, LLC holds 20,403 shares of DGRO stock, worth $1.31 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
20,403
Previous 25,952
21.38%
Holding current value
$1.31 Million
Previous $1.51 Billion
15.11%
% of portfolio
0.54%
Previous 1.16%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,115Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.18 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$859 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$737 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$655 Million1.99% of portfolio