Shore Haven Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History
Shore Haven Wealth Partners, LLC
- $178 Million
- Q1 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 29,292 shares of DGRO stock, worth $1.69 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
29,292
Previous 27,818
5.3%
Holding current value
$1.69 Million
Previous $1.5 Million
13.56%
% of portfolio
0.96%
Previous 0.91%
Shares
14 transactions
Others Institutions Holding DGRO
# of Institutions
1,041Shares Held
253MCall Options Held
1.36MPut Options Held
123K-
Morgan Stanley New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.7MShares$1.02 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$688 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.66MShares$558 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.71MShares$503 Million0.76% of portfolio