Carlton Hofferkamp & Jenks Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $257 Million
- Q4 2024
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 14,040 shares of CGDV stock, worth $509,230. This represents 0.19% of its overall portfolio holdings.
Number of Shares
14,040
Previous 14,012
0.2%
Holding current value
$509,230
Previous $510,000
2.94%
% of portfolio
0.19%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding CGDV
# of Institutions
464Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$854 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$797 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$618 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$421 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$404 Million0.13% of portfolio