Summit Financial Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History
Summit Financial Wealth Advisors, LLC
- $490 Million
- Q4 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 19,187 shares of DGRO stock, worth $1.2 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
19,187
Previous 19,202
0.08%
Holding current value
$1.2 Million
Previous $1.2 Million
2.24%
% of portfolio
0.24%
Previous 0.24%
Shares
25 transactions
Others Institutions Holding DGRO
# of Institutions
1,208Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.15 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.14 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$924 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$667 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$629 Million0.23% of portfolio