Bogart Wealth, LLC Capital Group Divid Value ETF Call Options Transaction History
Bogart Wealth, LLC
- $2.11 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CGDV
# of Institutions
517Shares Held
320MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.09 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$875 Million0.17% of portfolio
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Raymond James Financial Inc St. Petersburg, FL17.4MShares$641 Million0.24% of portfolio
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Envestnet Asset Management Inc15.2MShares$561 Million0.18% of portfolio
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Northwestern Mutual Wealth Management CO13.8MShares$511 Million0.41% of portfolio