Carson Allaria Wealth Management, Ltd. Capital Group Divid Value ETF Transaction History
Carson Allaria Wealth Management, Ltd.
- $160 Million
- Q2 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 5,613 shares of CGDV stock, worth $203,471. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,613
Previous 5,596
0.3%
Holding current value
$203,471
Previous $181,000
2.21%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
350Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$808 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$462 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$330 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$326 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$321 Million0.29% of portfolio