West Wealth Group, LLC Ishares Core Dividend Growth E Transaction History
West Wealth Group, LLC
- $306 Million
- Q3 2024
A detailed history of West Wealth Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, West Wealth Group, LLC holds 11,337 shares of DGRO stock, worth $695,865. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,337
Previous 11,873
4.51%
Holding current value
$695,865
Previous $684,000
3.8%
% of portfolio
0.23%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,116Shares Held
269MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.13 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.08 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$820 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$704 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$626 Million1.99% of portfolio