New Edge Wealth, LLC Ishares Core Dividend Growth E Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 2024
A detailed history of New Edge Wealth, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, New Edge Wealth, LLC holds 89,724 shares of DGRO stock, worth $5.65 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
89,724
Previous 84,070
6.73%
Holding current value
$5.65 Million
Previous $4.84 Million
16.13%
% of portfolio
0.1%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding DGRO
# of Institutions
1,112Shares Held
267MCall Options Held
450KPut 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$722 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$642 Million1.99% of portfolio