Soa Wealth Advisors, Llc. Ishares Core Dividend Growth E Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
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 174,823 shares of DGRO stock, worth $10.4 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
174,823
Previous 177,242
1.36%
Holding current value
$10.4 Million
Previous $10.9 Million
1.67%
% of portfolio
1.26%
Previous 2.04%
Shares
18 transactions
Others Institutions Holding DGRO
# of Institutions
1,217Shares Held
299MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.09 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.03 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$878 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$634 Million0.22% of portfolio