Premier Path Wealth Partners, LLC Capital Group Divid Value ETF Transaction History
Premier Path Wealth Partners, LLC
- $634 Billion
- Q3 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 39,097 shares of CGDV stock, worth $1.44 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
39,097
Previous 38,372
1.89%
Holding current value
$1.44 Million
Previous $1.27 Billion
12.51%
% of portfolio
0.22%
Previous 0.22%
Shares
2 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