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 $11.3 Million. This represents 6.02% of its overall portfolio holdings.
Number of Shares
340,377
Previous 291,216
16.88%
Holding current value
$11.3 Million
Previous $7.71 Million
31.76%
% of portfolio
6.02%
Previous 5.03%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
307Shares Held
155MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$743 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$368 Million0.2% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.48MShares$283 Million0.42% of portfolio
-
Northwestern Mutual Wealth Management CO8.23MShares$274 Million0.28% of portfolio
-
Envestnet Asset Management Inc6.96MShares$232 Million0.09% of portfolio