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Financial Gravity Asset Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Financial Gravity Asset Management’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-52
Closed -$10.8K – 1382
2023
Q2 		$10.8K Buy
+52
New +$2.62K 0.03% 313
2023
Q1 		– Sell
-50
Closed -$1.2K – 1275
2022
Q4 		$1.2K Buy
+50
New +$2.45K 0.01% 635
2020
Q2 		– Sell
-859
Closed -$28 – 219
2020
Q1 		$28 Hold
859
– – ﹤0.01% 995
2019
Q4 		$36K Sell
859
-10
-1% -$404 0.02% 790
2019
Q3 		$34K Buy
+869
New +$33.5K 0.03% 351

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return