Morton Brown Family Wealth, LLC Ishares Core Dividend Growth E Transaction History
Morton Brown Family Wealth, LLC
- $281 Million
- Q3 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 899 shares of DGRO stock, worth $54,353. This represents 0.02% of its overall portfolio holdings.
Number of Shares
899
Previous 899
-0.0%
Holding current value
$54,353
Previous $51,000
9.8%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,118Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.11 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.06 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$808 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$693 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$616 Million1.99% of portfolio