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 $21.5 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
331,863
Previous 316,153
4.97%
Holding current value
$21.5 Million
Previous $17 Million
13.24%
% of portfolio
3.73%
Previous 3.68%
Shares
6 transactions
Others Institutions Holding DGRO
# of Institutions
1,247Shares Held
297MCall Options Held
61.1KPut Options Held
62.1K-
Morgan Stanley New York, NY18.5MShares$1.2 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$1.17 Billion0.09% of portfolio
-
Wealthfront Advisers LLC16.9MShares$1.1 Billion2.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.02 Billion0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.2MShares$664 Million0.25% of portfolio