Sequent Planning LLC Ishares Core Dividend Growth E Transaction History
Sequent Planning LLC
- $290 Billion
- Q3 2024
A detailed history of Sequent Planning LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sequent Planning LLC holds 17,167 shares of DGRO stock, worth $1.09 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
17,167
Previous 16,025
7.13%
Holding current value
$1.09 Million
Previous $921 Million
16.86%
% of portfolio
0.37%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,113Shares Held
268MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.18 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.12 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$852 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$731 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$650 Million1.99% of portfolio