Rooted Wealth Advisors, Inc. Ishares Core Dividend Growth E Transaction History
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 248,475 shares of DGRO stock, worth $15.2 Million. This represents 6.34% of its overall portfolio holdings.
Number of Shares
248,475
Previous 256,076
2.97%
Holding current value
$15.2 Million
Previous $15.7 Million
3.11%
% of portfolio
6.34%
Previous 6.13%
Shares
8 transactions
Others Institutions Holding DGRO
# of Institutions
1,217Shares Held
300MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.12 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.06 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$902 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$652 Million0.22% of portfolio