A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 518,640 shares of DGRO stock, worth $33.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
518,640
Previous 565,970 8.36%
Holding current value
$33.3 Million
Previous $32.6 Million 0.28%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 23, 2024

SELL
$57.47 - $62.76 $2.72 Million - $2.97 Million
-47,330 Reduced 8.36%
518,640 $32.5 Million
Q2 2024

Jul 16, 2024

BUY
$55.23 - $58.55 $1.3 Million - $1.38 Million
23,518 Added 4.34%
565,970 $32.6 Million
Q1 2024

Apr 15, 2024

SELL
$53.33 - $58.06 $533,779 - $581,122
-10,009 Reduced 1.81%
542,452 $31.5 Million
Q4 2023

Jan 30, 2024

SELL
$47.36 - $54.1 $2.5 Million - $2.85 Million
-52,693 Reduced 8.71%
552,461 $29.7 Million
Q3 2023

Nov 13, 2023

BUY
$49.53 - $53.28 $30 Million - $32.2 Million
605,154 New
605,154 $30 Million

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.