Confluence Wealth Services, Inc. Capital Group Divid Value ETF Transaction History
Confluence Wealth Services, Inc.
- $1.21 Billion
- Q2 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 4,059,722 shares of CGDV stock, worth $147 Million. This represents 11.03% of its overall portfolio holdings.
Number of Shares
4,059,722
Previous 3,873,725
4.8%
Holding current value
$147 Million
Previous $126 Million
6.41%
% of portfolio
11.03%
Previous 11.51%
Shares
9 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