Tandem Wealth Advisors LLC Ishares Core Dividend Growth E Transaction History
Tandem Wealth Advisors LLC
- $182 Million
- Q1 2024
A detailed history of Tandem Wealth Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 187,899 shares of DGRO stock, worth $11.3 Million. This represents 5.99% of its overall portfolio holdings.
Number of Shares
187,899
Previous 166,694
12.72%
Holding current value
$11.3 Million
Previous $8.97 Million
21.6%
% of portfolio
5.99%
Previous 5.2%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,043Shares Held
253MCall Options Held
1.36MPut Options Held
91.5K-
Morgan Stanley New York, NY18.9MShares$1.13 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.7MShares$1.06 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$713 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.66MShares$579 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.82MShares$529 Million0.74% of portfolio