Occidental Asset Management, LLC Ishares Core Dividend Growth E Transaction History
Occidental Asset Management, LLC
- $530 Million
- Q1 2024
A detailed history of Occidental Asset Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Occidental Asset Management, LLC holds 20,966 shares of DGRO stock, worth $1.21 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
20,966
Previous 21,326
1.69%
Holding current value
$1.21 Million
Previous $1.15 Million
6.1%
% of portfolio
0.23%
Previous 0.24%
Shares
11 transactions
Others Institutions Holding DGRO
# of Institutions
1,040Shares Held
253MCall Options Held
1.36MPut Options Held
123K-
Morgan Stanley New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.7MShares$1.02 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$687 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.66MShares$557 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.71MShares$502 Million0.76% of portfolio