Moneywise, Inc. Ishares Core Dividend Growth E Transaction History
Moneywise, Inc.
- $186 Million
- Q4 2024
A detailed history of Moneywise, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Moneywise, Inc. holds 51,099 shares of DGRO stock, worth $3.24 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
51,099
Previous 43,303
18.0%
Holding current value
$3.24 Million
Previous $2.71 Million
15.48%
% of portfolio
1.68%
Previous 1.41%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,168Shares Held
273MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.12 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$848 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$727 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$647 Million1.99% of portfolio