Warren Averett Asset Management, LLC Ishares Core Dividend Growth E Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 167,493 shares of DGRO stock, worth $9.67 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
167,493
Previous 148,973
12.43%
Holding current value
$9.67 Million
Previous $8.02 Million
21.29%
% of portfolio
0.23%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding DGRO
# of Institutions
1,042Shares Held
253MCall Options Held
1.36MPut Options Held
123K-
Morgan Stanley New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.7MShares$1.02 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$688 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.66MShares$558 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.71MShares$503 Million0.76% of portfolio