Measured Wealth Private Client Group, LLC Ishares Core Dividend Growth E Transaction History
Measured Wealth Private Client Group, LLC
- $296 Million
- Q3 2024
A detailed history of Measured Wealth Private Client Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 54,783 shares of DGRO stock, worth $3.52 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
54,783
Previous 55,763
1.76%
Holding current value
$3.52 Million
Previous $3.21 Million
6.91%
% of portfolio
1.16%
Previous 1.14%
Shares
8 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
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Envestnet Asset Management Inc11.5MShares$737 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$655 Million1.99% of portfolio