Vista Cima Wealth Management LLC Ishares Core Dividend Growth E Transaction History
Vista Cima Wealth Management LLC
- $120 Billion
- Q3 2025
A detailed history of Vista Cima Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 76,229 shares of DGRO stock, worth $5.22 Million. This represents 4.32% of its overall portfolio holdings.
Number of Shares
76,229
Previous 73,051
4.35%
Holding current value
$5.22 Million
Previous $4.67 Billion
11.11%
% of portfolio
4.32%
Previous 4.37%
Shares
5 transactions
Others Institutions Holding DGRO
# of Institutions
1,324Shares Held
310MCall Options Held
1.58MPut Options Held
24.2K-
Morgan Stanley New York, NY19MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$1.28 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$1.24 Billion0.39% of portfolio
-
Wealthfront Advisers LLC13.3MShares$910 Million2.18% of portfolio
-
Envestnet Asset Management Inc10.6MShares$723 Million0.22% of portfolio