Barrett & Company, Inc. Capital Group Divid Value ETF Transaction History
Barrett & Company, Inc.
- $211 Billion
- Q1 2024
A detailed history of Barrett & Company, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Barrett & Company, Inc. holds 19,595 shares of CGDV stock, worth $653,885. This represents 0.3% of its overall portfolio holdings.
Number of Shares
19,595
Previous 12,825
52.79%
Holding current value
$653,885
Previous $383 Million
66.06%
% of portfolio
0.3%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
308Shares Held
164MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$744 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$368 Million0.2% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$304 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.48MShares$283 Million0.42% of portfolio
-
Northwestern Mutual Wealth Management CO8.23MShares$275 Million0.28% of portfolio