Db Wealth Management Group, LLC Capital Group Divid Value ETF Transaction History
Db Wealth Management Group, LLC
- $169 Million
- Q4 2023
A detailed history of Db Wealth Management Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 340,377 shares of CGDV stock, worth $14.3 Million. This represents 6.02% of its overall portfolio holdings.
Number of Shares
340,377
Previous 291,216
16.88%
Holding current value
$14.3 Million
Previous $7.71 Million
31.76%
% of portfolio
6.02%
Previous 5.03%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
579Shares Held
375MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.8 Billion0.6% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$993 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL19.4MShares$811 Million0.27% of portfolio
-
Envestnet Asset Management Inc16.7MShares$701 Million0.2% of portfolio
-
Morgan Stanley New York, NY15.3MShares$643 Million0.04% of portfolio