Walser Wealth Management Company, A Ltd Liability »

Ishares Tr core div grwth shares owned by Walser Wealth Management Company, A Ltd Liability

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Walser Wealth Management Company, A Ltd Liability from 13F filings

Historical chart of Walser Wealth Management Company, A Ltd Liability investment in Ishares Tr core div grwth

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All positions including Ishares Tr core div grwth held by Walser Wealth Management Company, A Ltd Liability 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 Walser Wealth Management Company, A Ltd Liability

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 2.9k 70.19

More positions owned by Walser Wealth Management Company, A Ltd Liability

Spdr Gold Tr Gold Shs (GLD)
Ishares Silver Tr Ishares (SLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Global X Fds Global X Uranium (URA)
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)
Sprott Fds Tr Uranium Miners E (URNM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Freeport Mcmoran CL B (FCX)
NVIDIA Corporation (NVDA)
Teucrium Commodity Tr Wheat Fd (WEAT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Teucrium Commodity Tr Corn Fd Shs (CORN)
Ishares Tr Ibonds 2026 Term (IBHF)
Vaneck Etf Trust Uranium And Nucl (NLR)

View all positions for Walser Wealth Management Company, A Ltd Liability

Top funds holding Ishares Tr core div grwth

LPL Financial
Bank of America Corporation
Morgan Stanley
Wealthfront Advisers
Raymond James Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Capital Investment Advisors
Royal Bank of Canada
Commonwealth Equity Services
Ameriprise Financial
Wells Fargo & Company
Pnc Financial Services
FMR
HighTower Advisors

View all funds holding Ishares Tr core div grwth