Core Wealth Partners LLC Capital Group Divid Value ETF Transaction History
Core Wealth Partners LLC
- $146 Billion
- Q2 2024
A detailed history of Core Wealth Partners LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Core Wealth Partners LLC holds 14,885 shares of CGDV stock, worth $537,199. This represents 0.34% of its overall portfolio holdings.
Number of Shares
14,885
Previous 14,885
-0.0%
Holding current value
$537,199
Previous $484 Million
1.54%
% of portfolio
0.34%
Previous 0.37%
Shares
5 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