Insight Wealth Strategies, LLC Ishares Core Dividend Growth E Transaction History
Insight Wealth Strategies, LLC
- $725 Million
- Q1 2025
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 11,951 shares of DGRO stock, worth $698,296. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,951
Previous 12,074
1.02%
Holding current value
$698,296
Previous $740,000
1.35%
% of portfolio
0.1%
Previous 0.1%
Shares
25 transactions
Others Institutions Holding DGRO
# of Institutions
1,221Shares Held
300MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.08 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.07 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.01 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$862 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$623 Million0.22% of portfolio