Iams Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 9,962 shares of CGDV stock, worth $367,896. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,962
Previous 10,026
0.64%
Holding current value
$367,896
Previous $331 Million
9.72%
% of portfolio
0.18%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
383Shares Held
203MCall 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