Jpl Wealth Management, LLC Ishares Core Dividend Growth E Transaction History
Jpl Wealth Management, LLC
- $349 Billion
- Q4 2024
A detailed history of Jpl Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 76,601 shares of DGRO stock, worth $4.89 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
76,601
Previous 52,127
46.95%
Holding current value
$4.89 Million
Previous $3 Billion
56.46%
% of portfolio
1.35%
Previous 1.47%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,200Shares Held
278MCall Options Held
1.37MPut Options Held
34.1K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.17 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$942 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$680 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$642 Million0.23% of portfolio