Lws Wealth Advisors, Inc. Ishares Core Dividend Growth E Transaction History
Lws Wealth Advisors, Inc.
- $255 Million
- Q4 2023
A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 68,741 shares of DGRO stock, worth $4.68 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
68,741
Previous 66,871
2.8%
Holding current value
$4.68 Million
Previous $3.31 Million
11.68%
% of portfolio
1.45%
Previous 1.51%
Shares
17 transactions
Others Institutions Holding DGRO
# of Institutions
1,291Shares Held
303MCall Options Held
1.62MPut Options Held
27.1K-
Morgan Stanley New York, NY18.8MShares$1.28 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.5MShares$1.26 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$1.2 Billion0.4% of portfolio
-
Envestnet Asset Management Inc13.5MShares$922 Million0.27% of portfolio
-
Wealthfront Advisers LLC13.3MShares$905 Million2.23% of portfolio