Cassady Schiller Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,269 shares of CGDV stock, worth $91,168. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,269
Previous 2,269
-0.0%
Holding current value
$91,168
Previous $82,000
2.44%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
526Shares Held
325MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.18 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$953 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$697 Million0.24% of portfolio
-
Envestnet Asset Management Inc15.2MShares$611 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO13.8MShares$556 Million0.41% of portfolio