Holistic Planning, LLC Capital Group Divid Value ETF Put Options Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding CGDV
# of Institutions
352Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$813 Million0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$466 Million0.21% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$394 Million23.28% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$329 Million0.43% of portfolio
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Northwestern Mutual Wealth Management CO8.86MShares$324 Million0.29% of portfolio