Williams Jones Wealth Management, Llc. Ishares Core Dividend Growth E Transaction History
Williams Jones Wealth Management, Llc.
- $8.19 Billion
- Q2 2025
A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 5,331 shares of DGRO stock, worth $356,803. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,331Holding current value
$356,803% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DGRO
# of Institutions
1,288Shares Held
305MCall Options Held
1.62MPut Options Held
27.1K-
Morgan Stanley New York, NY18.8MShares$1.26 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.5MShares$1.24 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$1.18 Billion0.4% of portfolio
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Envestnet Asset Management Inc13.5MShares$906 Million0.27% of portfolio
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Wealthfront Advisers LLC13.3MShares$890 Million2.23% of portfolio