Venturi Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

A detailed history of Venturi Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 174 shares of DGRO stock, worth $10,655. This represents 0.0% of its overall portfolio holdings.

Number of Shares
174
Previous 709 75.46%
Holding current value
$10,655
Previous $40,000 75.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$57.47 - $62.76 $30,746 - $33,576
-535 Reduced 75.46%
174 $10,000
Q2 2024

Jul 19, 2024
BUY
$55.23 - $58.55 $39,158 - $41,511
709 New
709 $40,000
Q1 2023

May 02, 2023
BUY
$47.94 - $51.79 $5,369 - $5,800
112 New
112 $5,000

Others Institutions Holding DGRO

# of Institutions
1,117
Shares Held
269M
Call Options Held
1.53M
Put Options Held
12.1K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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