Modern Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 79,101 shares of CGDV stock, worth $2.85 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
79,101
Previous 77,767
1.72%
Holding current value
$2.85 Million
Previous $2.56 Billion
2.06%
% of portfolio
0.19%
Previous 0.23%
Shares
2 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