Lodestar Private Asset Management LLC Capital Group Divid Value ETF Transaction History
Lodestar Private Asset Management LLC
- $772 Million
- Q2 2024
A detailed history of Lodestar Private Asset Management LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 78,867 shares of CGDV stock, worth $2.72 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
78,867
Previous 77,877
1.27%
Holding current value
$2.72 Million
Previous $2.53 Billion
99.9%
% of portfolio
0.34%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
350Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$769 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$440 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$314 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$311 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$306 Million0.29% of portfolio