Johnson & White Wealth Management, LLC Ishares Core Dividend Growth E Transaction History
Johnson & White Wealth Management, LLC
- $116 Million
- Q3 2024
A detailed history of Johnson & White Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 87,304 shares of DGRO stock, worth $5.46 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
87,304
Previous 84,178
3.71%
Holding current value
$5.46 Million
Previous $4.85 Million
12.85%
% of portfolio
4.71%
Previous 4.63%
Shares
8 transactions
Others Institutions Holding DGRO
# of Institutions
1,116Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.15 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$836 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$717 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$637 Million1.99% of portfolio