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 $15.5 Million. This represents 6.34% of its overall portfolio holdings.
Number of Shares
248,475
Previous 256,076
2.97%
Holding current value
$15.5 Million
Previous $15.7 Million
3.11%
% of portfolio
6.34%
Previous 6.13%
Shares
8 transactions
Others Institutions Holding DGRO
# of Institutions
1,239Shares Held
294MCall Options Held
61.1KPut Options Held
62.1K-
Morgan Stanley New York, NY18.5MShares$1.15 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$1.12 Billion0.09% of portfolio
-
Wealthfront Advisers LLC16.9MShares$1.05 Billion2.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$977 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.2MShares$637 Million0.25% of portfolio