Whelan Financial Ishares Core Dividend Growth E Transaction History
Whelan Financial
- $219 Million
- Q1 2024
A detailed history of Whelan Financial transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Whelan Financial holds 9,224 shares of DGRO stock, worth $532,040. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,224
Previous 9,220
0.04%
Holding current value
$532,040
Previous $496,000
7.86%
% of portfolio
0.24%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding DGRO
# of Institutions
1,040Shares 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$687 Million0.38% of portfolio
-
Black Rock Inc. New York, NY9.66MShares$557 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.71MShares$502 Million0.76% of portfolio