Talisman Wealth Advisors LLC Ishares Core Dividend Growth E Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 88,576 shares of DGRO stock, worth $5.55 Million. This represents 5.92% of its overall portfolio holdings.
Number of Shares
88,576
Previous 80,197
10.45%
Holding current value
$5.55 Million
Previous $4.66 Million
9.58%
% of portfolio
5.92%
Previous 5.87%
Shares
7 transactions
Others Institutions Holding DGRO
# of Institutions
1,056Shares Held
263MCall Options Held
306KPut Options Held
163K-
Morgan Stanley New York, NY19MShares$1.19 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$811 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.9MShares$620 Million0.01% of portfolio
-
Wealthfront Advisers LLC9.49MShares$594 Million1.84% of portfolio