Carson Allaria Wealth Management, Ltd. Capital Group Divid Value ETF Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 5,653 shares of CGDV stock, worth $203,451. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,653
Previous 5,625
0.5%
Holding current value
$203,451
Previous $204,000
2.45%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
466Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$847 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$791 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$614 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$418 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$401 Million0.13% of portfolio