Qtr Family Wealth, LLC Capital Group Divid Value ETF Transaction History
Qtr Family Wealth, LLC
- $133 Billion
- Q1 2025
A detailed history of Qtr Family Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Qtr Family Wealth, LLC holds 6,062 shares of CGDV stock, worth $211,806. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,062Holding current value
$211,806% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
506Shares Held
309MCall Options Held
3KPut Options Held
400-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.03 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$829 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$606 Million0.24% of portfolio
-
Envestnet Asset Management Inc15.2MShares$531 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.7MShares$445 Million27.2% of portfolio