Fin Dec Wealth Services, Inc. Capital Group Divid Value ETF Transaction History
Fin Dec Wealth Services, Inc.
- $158 Billion
- Q2 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 401,917 shares of CGDV stock, worth $14.5 Million. This represents 8.37% of its overall portfolio holdings.
Number of Shares
401,917
Previous 299,198
34.33%
Holding current value
$14.5 Million
Previous $9.72 Billion
36.4%
% of portfolio
8.37%
Previous 6.11%
Shares
7 transactions
Others Institutions Holding CGDV
# of Institutions
351Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$804 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$460 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$328 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$325 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$320 Million0.29% of portfolio