Axxcess Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 626,102 shares of CGDV stock, worth $21.7 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
626,102
Previous 648,650
3.48%
Holding current value
$21.7 Million
Previous $23.6 Million
6.6%
% of portfolio
0.56%
Previous 0.61%
Shares
11 transactions
Others Institutions Holding CGDV
# of Institutions
483Shares Held
279MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$817 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$763 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$592 Million0.23% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.7MShares$443 Million27.2% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$403 Million0.35% of portfolio