Mbe Wealth Management, LLC Ishares Core Dividend Growth E Transaction History
Mbe Wealth Management, LLC
- $175 Million
- Q3 2024
A detailed history of Mbe Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 53,800 shares of DGRO stock, worth $3.43 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
53,800
Previous 58,490
8.02%
Holding current value
$3.43 Million
Previous $3.37 Million
0.09%
% of portfolio
1.93%
Previous 2.11%
Shares
20 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$1.12 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$852 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$731 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$650 Million1.99% of portfolio