Kingswood Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 48,286 shares of DGRO stock, worth $3.04 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
48,286
Previous 25,051
92.75%
Holding current value
$3.04 Million
Previous $1.44 Billion
109.75%
% of portfolio
0.22%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,112Shares Held
268MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.16 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.11 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$842 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$722 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$642 Million1.99% of portfolio