Whelan Financial Ishares Core Dividend Growth E Transaction History
Whelan Financial
- $243 Million
- Q3 2024
A detailed history of Whelan Financial transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Whelan Financial holds 8,507 shares of DGRO stock, worth $546,659. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,507
Previous 8,507
-0.0%
Holding current value
$546,659
Previous $490,000
8.78%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,113Shares Held
268MCall Options Held
1.53MPut Options Held
12.1K-
Morgan Stanley New York, NY18.4MShares$1.18 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC17.6MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$859 Million0.38% of portfolio
-
Envestnet Asset Management Inc11.5MShares$737 Million0.24% of portfolio
-
Wealthfront Advisers LLC10.2MShares$655 Million1.99% of portfolio