Monterey Private Wealth, Inc. Ishares Core Dividend Growth E Transaction History
Monterey Private Wealth, Inc.
- $293 Million
- Q3 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 151,681 shares of DGRO stock, worth $9.56 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
151,681
Previous 155,880
2.69%
Holding current value
$9.56 Million
Previous $8.98 Million
5.88%
% of portfolio
3.25%
Previous 3.36%
Shares
19 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$1.16 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.11 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$842 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$723 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$642 Million1.99% of portfolio