Partnership Wealth Management, LLC Ishares Core Dividend Growth E Transaction History
Partnership Wealth Management, LLC
- $142 Billion
- Q3 2024
A detailed history of Partnership Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 264 shares of DGRO stock, worth $16,935. This represents 0.01% of its overall portfolio holdings.
Number of Shares
264
Previous 264
-0.0%
Holding current value
$16,935
Previous $15.2 Million
8.82%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DGRO
# of Institutions
1,099Shares Held
268MCall Options Held
306KPut Options Held
156K-
Morgan Stanley New York, NY19MShares$1.22 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$857 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$735 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$654 Million1.99% of portfolio