Soa Wealth Advisors, Llc. Ishares Core Dividend Growth E Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 177,242 shares of DGRO stock, worth $10.8 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
177,242
Previous 177,242
-0.0%
Holding current value
$10.8 Million
Previous $10.9 Million
-0.0%
% of portfolio
2.04%
Previous 2.04%
Shares
17 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