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 $22.7 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
331,863
Previous 316,153
4.97%
Holding current value
$22.7 Million
Previous $17 Million
13.24%
% of portfolio
3.73%
Previous 3.68%
Shares
6 transactions
Others Institutions Holding DGRO
# of Institutions
1,323Shares Held
310MCall Options Held
1.58MPut Options Held
24.2K-
Morgan Stanley New York, NY19MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$1.28 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$1.24 Billion0.39% of portfolio
-
Wealthfront Advisers LLC13.3MShares$910 Million2.18% of portfolio
-
Envestnet Asset Management Inc10.6MShares$723 Million0.22% of portfolio