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Ishares Tr core div grwth shares owned by Holistic Planning

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Ishares Tr core div grwth

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core div grwth held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core div grwth by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 27k 58.06

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View all positions for Holistic Planning

Top funds holding Ishares Tr core div grwth

Morgan Stanley
Bank of America Corporation
LPL Financial
BlackRock
Raymond James Financial Services Advisors
Envestnet Asset Management
FMR
Pnc Financial Services
Ameriprise Financial
Wealthfront Advisers
Commonwealth Equity Services
Capital Investment Advisors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company

View all funds holding Ishares Tr core div grwth