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 $20.4 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
331,863
Previous 316,153
4.97%
Holding current value
$20.4 Million
Previous $17 Million
13.24%
% of portfolio
3.73%
Previous 3.68%
Shares
6 transactions
Others Institutions Holding DGRO
# of Institutions
1,116Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.08 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$820 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$704 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$626 Million1.99% of portfolio