Carolinas Wealth Consulting LLC Capital Group Divid Value ETF Transaction History
Carolinas Wealth Consulting LLC
- $542 Million
- Q2 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 65,852 shares of CGDV stock, worth $2.37 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
65,852
Previous 66,851
1.49%
Holding current value
$2.37 Million
Previous $2.17 Million
0.05%
% of portfolio
0.4%
Previous 0.41%
Shares
9 transactions
Others Institutions Holding CGDV
# of Institutions
383Shares 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