Dechtman Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Dechtman Wealth Management, LLC
- $482 Million
- Q3 2024
A detailed history of Dechtman Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 1,703,723 shares of CGDV stock, worth $62.9 Million. This represents 12.87% of its overall portfolio holdings.
Number of Shares
1,703,723
Previous 1,745,166
2.37%
Holding current value
$62.9 Million
Previous $57.6 Million
7.8%
% of portfolio
12.87%
Previous 12.87%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
382Shares Held
201MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA22.3MShares$823 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$471 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$398 Million23.28% of portfolio
-
Envestnet Asset Management Inc9.8MShares$362 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9.65MShares$357 Million0.48% of portfolio