Montis Financial, LLC Ishares Core Dividend Growth E Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Montis Financial, LLC holds 19,087 shares of DGRO stock, worth $1.22 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
19,087
Previous 24,455
21.95%
Holding current value
$1.22 Million
Previous $1.53 Million
23.68%
% of portfolio
0.36%
Previous 0.55%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,208Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.18 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.17 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$946 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$684 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$645 Million0.23% of portfolio