Tobias Financial Advisors, Inc. Ishares Core Dividend Growth E Transaction History
Tobias Financial Advisors, Inc.
- $499 Million
- Q1 2025
A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 3,919 shares of DGRO stock, worth $243,409. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,919
Previous 3,902
0.44%
Holding current value
$243,409
Previous $239,000
1.26%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,239Shares Held
294MCall Options Held
61.1KPut Options Held
62.1K-
Morgan Stanley New York, NY18.5MShares$1.15 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$1.12 Billion0.09% of portfolio
-
Wealthfront Advisers LLC16.9MShares$1.05 Billion2.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$975 Million0.39% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.2MShares$635 Million0.25% of portfolio