Sheets Smith Wealth Management Ishares Core Dividend Growth E Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
A detailed history of Sheets Smith Wealth Management transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sheets Smith Wealth Management holds 66,305 shares of DGRO stock, worth $4.15 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
66,305
Previous 65,478
1.26%
Holding current value
$4.15 Million
Previous $3.8 Million
0.47%
% of portfolio
0.46%
Previous 0.43%
Shares
11 transactions
Others Institutions Holding DGRO
# of Institutions
1,057Shares Held
263MCall Options Held
306KPut Options Held
163K-
Morgan Stanley New York, NY19MShares$1.19 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$811 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.9MShares$620 Million0.01% of portfolio
-
Wealthfront Advisers LLC9.49MShares$594 Million1.84% of portfolio