Bison Wealth, LLC Capital Group Divid Value ETF Transaction History
Bison Wealth, LLC
- $581 Million
- Q2 2024
A detailed history of Bison Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Bison Wealth, LLC holds 7,064 shares of CGDV stock, worth $253,809. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,064
Previous 7,064
-0.0%
Holding current value
$253,809
Previous $229,000
1.75%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
381Shares Held
201MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA22.3MShares$801 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$458 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$388 Million23.28% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9.65MShares$347 Million0.48% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$319 Million0.29% of portfolio