Long View Wealth Management Capital Group Divid Value ETF Transaction History
Long View Wealth Management
- $313 Billion
- Q3 2024
A detailed history of Long View Wealth Management transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Long View Wealth Management holds 129,843 shares of CGDV stock, worth $4.75 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
129,843
Previous 101,646
27.74%
Holding current value
$4.75 Million
Previous $3.35 Billion
41.06%
% of portfolio
1.51%
Previous 1.24%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
389Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$852 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$591 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$395 Million23.28% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$387 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$358 Million0.12% of portfolio