West Branch Capital LLC Ishares Core Dividend Growth E Transaction History
West Branch Capital LLC
- $297 Million
- Q4 2024
A detailed history of West Branch Capital LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, West Branch Capital LLC holds 2,679 shares of DGRO stock, worth $163,820. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,679
Previous 2,662
0.64%
Holding current value
$163,820
Previous $166,000
1.2%
% of portfolio
0.06%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding DGRO
# of Institutions
1,217Shares Held
300MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.12 Billion0.1% of portfolio
-
Wealthfront Advisers LLC17.3MShares$1.06 Billion3.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$902 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$652 Million0.22% of portfolio