Strategies Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Strategies Wealth Advisors, LLC
- $916 Billion
- Q2 2025
A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 1,243,746 shares of DGRO stock, worth $81.2 Million. This represents 8.68% of its overall portfolio holdings.
Number of Shares
1,243,746
Previous 1,241,908
0.15%
Holding current value
$81.2 Million
Previous $76.7 Billion
3.65%
% of portfolio
8.68%
Previous 9.37%
Shares
14 transactions
Others Institutions Holding DGRO
# of Institutions
1,269Shares Held
296MCall Options Held
61.1KPut Options Held
62.1K-
Morgan Stanley New York, NY18.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$1.18 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.02 Billion0.39% of portfolio
-
Envestnet Asset Management Inc13.5MShares$883 Million0.27% of portfolio
-
Wealthfront Advisers LLC13.3MShares$868 Million2.23% of portfolio