Capital Planning LLC Capital Group Divid Value ETF Transaction History
Capital Planning LLC
- $362 Million
- Q4 2024
A detailed history of Capital Planning LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Capital Planning LLC holds 41,681 shares of CGDV stock, worth $1.51 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
41,681
Previous 41,827
0.35%
Holding current value
$1.51 Million
Previous $1.52 Million
3.61%
% of portfolio
0.41%
Previous 0.44%
Shares
10 transactions
Others Institutions Holding CGDV
# of Institutions
411Shares Held
227MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$845 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$587 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$393 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$384 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$356 Million0.12% of portfolio