Marcum Wealth, LLC Ishares Core Dividend Growth E Transaction History
Marcum Wealth, LLC
- $1.06 Billion
- Q3 2024
A detailed history of Marcum Wealth, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Marcum Wealth, LLC holds 8,835 shares of DGRO stock, worth $567,737. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,835
Previous 9,405
6.06%
Holding current value
$567,737
Previous $541,000
2.22%
% of portfolio
0.05%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding DGRO
# of Institutions
1,113Shares Held
268MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.18 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$859 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$737 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$655 Million1.99% of portfolio