Pine Harbor Wealth Management »

Ishares Tr core div grwth shares owned by Pine Harbor Wealth Management

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Pine Harbor Wealth Management from 13F filings

Historical chart of Pine Harbor Wealth Management 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 Pine Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr core div grwth by Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 19k 62.69
2024-06-30 $1.1M 19k 57.61
2024-03-31 $1.1M 19k 58.06
2023-12-31 $876k 16k 53.82

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Pine Harbor Wealth Management

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