Ratio Wealth Group Ishares Core Dividend Growth E Transaction History
Ratio Wealth Group
- $516 Million
- Q1 2024
A detailed history of Ratio Wealth Group transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Ratio Wealth Group holds 331,863 shares of DGRO stock, worth $21.2 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
331,863
Previous 316,153
4.97%
Holding current value
$21.2 Million
Previous $17 Million
13.24%
% of portfolio
3.73%
Previous 3.68%
Shares
6 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