Soltis Investment Advisors LLC Ishares Core Dividend Growth E Transaction History
Soltis Investment Advisors LLC
- $1.23 Billion
- Q2 2025
A detailed history of Soltis Investment Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 6,278 shares of DGRO stock, worth $430,670. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,278
Previous 3,744
67.68%
Holding current value
$430,670
Previous $231,000
73.59%
% of portfolio
0.03%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DGRO
# of Institutions
1,289Shares Held
305MCall Options Held
1.62MPut Options Held
27.1K-
Morgan Stanley New York, NY18.8MShares$1.29 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.5MShares$1.27 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$1.21 Billion0.4% of portfolio
-
Envestnet Asset Management Inc13.5MShares$929 Million0.27% of portfolio
-
Wealthfront Advisers LLC13.3MShares$912 Million2.23% of portfolio