Lineweaver Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Lineweaver Wealth Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lineweaver Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 114,218 shares of DGRO stock, worth $7.19 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
114,218
Previous 116,118
1.64%
Holding current value
$7.19 Million
Previous $6.69 Million
7.04%
% of portfolio
1.44%
Previous 1.47%
Shares
20 transactions
Others Institutions Holding DGRO
# of Institutions
1,111Shares 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