Leo Wealth, LLC Ishares Core Dividend Growth E Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 2024
A detailed history of Leo Wealth, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Leo Wealth, LLC holds 40,361 shares of DGRO stock, worth $2.57 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
40,361
Previous 40,598
0.58%
Holding current value
$2.57 Million
Previous $2.55 Billion
2.72%
% of portfolio
0.22%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding DGRO
# of Institutions
1,206Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.16 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$941 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$680 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$641 Million0.23% of portfolio