York Bridge Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 10,176 shares of DGRO stock, worth $641,495. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,176
Previous 9,804
3.79%
Holding current value
$641,495
Previous $436,000
16.51%
% of portfolio
0.13%
Previous 0.11%
Shares
23 transactions
Others Institutions Holding DGRO
# of Institutions
1,212Shares Held
279MCall Options Held
62.4KPut Options Held
33.8K-
Morgan Stanley New York, NY18.4MShares$1.16 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.3MShares$1.15 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.8MShares$930 Million0.38% of portfolio
-
Envestnet Asset Management Inc10.7MShares$672 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.1MShares$634 Million0.23% of portfolio