Wr Wealth Planners, LLC Capital Group Divid Value ETF Put Options Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CGDV

# of Institutions

384

Shares Held

207M

Call Options Held

0

Put Options Held

6.01K

Capital International Investors Los Angeles, CA

22.3M
Shares

$823 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

16.2M
Shares

$597 Million
0.27% of portfolio
Advance Capital Management, Inc. Southfield, MI

10.8M
Shares

$398 Million
23.28% of portfolio
Envestnet Asset Management Inc

9.8M
Shares

$362 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

9.65M
Shares

$357 Million
0.48% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.