Insight Wealth Strategies, LLC Ishares Core Dividend Growth E Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q4 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 12,074 shares of DGRO stock, worth $738,325. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,074
Previous 12,089
0.12%
Holding current value
$738,325
Previous $757,000
2.25%
% of portfolio
0.1%
Previous 0.1%
Shares
24 transactions
Others Institutions Holding DGRO
# of Institutions
1,216Shares Held
296MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.12 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.06 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$902 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$652 Million0.22% of portfolio