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 $586,239. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,176
Previous 9,804
3.79%
Holding current value
$586,239
Previous $436,000
16.51%
% of portfolio
0.13%
Previous 0.11%
Shares
23 transactions
Others Institutions Holding DGRO
# of Institutions
1,039Shares 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$686 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