Mosaic Financial Group, LLC Ishares Core Dividend Growth E Transaction History
Mosaic Financial Group, LLC
- $141 Million
- Q3 2024
A detailed history of Mosaic Financial Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 16,638 shares of DGRO stock, worth $1.02 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
16,638
Previous 18,125
8.2%
Holding current value
$1.02 Million
Previous $1.04 Million
0.1%
% of portfolio
0.74%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,116Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.08 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$820 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$704 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$626 Million1.99% of portfolio