Sound View Wealth Advisors Group, LLC Ishares Core Dividend Growth E Transaction History
Sound View Wealth Advisors Group, LLC
- $965 Million
- Q2 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 158,534 shares of DGRO stock, worth $9.89 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
158,534
Previous 182,944
13.34%
Holding current value
$9.89 Million
Previous $10.6 Million
14.01%
% of portfolio
0.95%
Previous 1.14%
Shares
15 transactions
Others Institutions Holding DGRO
# of Institutions
1,056Shares Held
262MCall Options Held
306KPut Options Held
163K-
Morgan Stanley New York, NY19MShares$1.18 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$808 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.9MShares$618 Million0.01% of portfolio
-
Wealthfront Advisers LLC9.49MShares$592 Million1.84% of portfolio