Insight Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History
Insight Wealth Partners, LLC
- $592 Million
- Q1 2025
A detailed history of Insight Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 5,545 shares of DGRO stock, worth $345,231. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,545
Previous 5,545
-0.0%
Holding current value
$345,231
Previous $340,000
0.59%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,239Shares Held
294MCall Options Held
61.1KPut Options Held
62.1K-
Morgan Stanley New York, NY18.5MShares$1.15 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$1.12 Billion0.09% of portfolio
-
Wealthfront Advisers LLC16.9MShares$1.05 Billion2.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$977 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.2MShares$637 Million0.25% of portfolio