Navis Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Navis Wealth Advisors, LLC
- $89.6 Million
- Q4 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 4,506 shares of DGRO stock, worth $287,527. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,506
Previous 4,506
-0.0%
Holding current value
$287,527
Previous $282,000
2.13%
% of portfolio
0.31%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,200Shares Held
278MCall Options Held
1.37MPut Options Held
34.1K-
Morgan Stanley New York, NY18.4MShares$1.17 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.17 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$942 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$680 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$642 Million0.23% of portfolio