Org Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History
Org Wealth Partners, LLC
- $221 Million
- Q1 2025
A detailed history of Org Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Org Wealth Partners, LLC holds 11,116 shares of DGRO stock, worth $660,846. This represents 0.31% of its overall portfolio holdings.
Number of Shares
11,116
Previous 12,317
9.75%
Holding current value
$660,846
Previous $755,000
9.14%
% of portfolio
0.31%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,220Shares Held
296MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.09 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.09 Billion0.1% of portfolio
-
Wealthfront Advisers LLC16.9MShares$1 Billion2.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$877 Million0.38% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$598 Million0.23% of portfolio