GYL Financial Synergies’s iShares Core Dividend Growth ETF DGRO Stock Holding History

GYL Financial Synergies’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
2024 Q3	$246K	Buy	+3,930	New	+$237K	0.02%	323

Other funds holding DGRO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GYL Financial Synergies's DGRO Position: Q3 2024 in Review

GYL Financial Synergies opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2024: 3,930 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #323 among its holdings.

1,044 funds tracked by Wall St. Rank hold DGRO as of Q3 2024.

GYL Financial Synergies held 3,930 shares of iShares Core Dividend Growth ETF worth $246K as of Q3 2024.
iShares Core Dividend Growth ETF was a new GYL Financial Synergies position in Q3 2024.
iShares Core Dividend Growth ETF made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #323 holding.
1,044 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.