West Financial Advisors, LLC Ishares Core Dividend Growth E Transaction History
West Financial Advisors, LLC
- $518 Million
- Q4 2024
A detailed history of West Financial Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,638 shares of DGRO stock, worth $102,522. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,638
Previous 1,722
4.88%
Holding current value
$102,522
Previous $107,000
6.54%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DGRO
# of Institutions
1,123Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.15 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.1 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$836 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$717 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$638 Million1.99% of portfolio