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Ishares Tr core div grwth shares owned by Consolidated Planning Corp

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

Historical chart of Consolidated Planning Corp investment in Ishares Tr core div grwth

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All positions including Ishares Tr core div grwth held by Consolidated Planning Corp 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 Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $341k 5.4k 62.69
2024-06-30 $204k 3.5k 57.61

More positions owned by Consolidated Planning Corp

T Rowe Price Etf Cap Appreciation (TCAF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr Ishares 25+ Yr T (GOVZ)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Msci Usa Mmentm (MTUM)
Caterpillar (CAT)
Broadcom (AVGO)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)

View all positions for Consolidated Planning Corp

Top funds holding Ishares Tr core div grwth

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

View all funds holding Ishares Tr core div grwth