Erickson Financial Group, LLC Capital Group Divid Value ETF Transaction History
Erickson Financial Group, LLC
- $128 Million
- Q1 2024
A detailed history of Erickson Financial Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Erickson Financial Group, LLC holds 615,031 shares of CGDV stock, worth $20.4 Million. This represents 15.68% of its overall portfolio holdings.
Number of Shares
615,031
Previous 604,568
1.73%
Holding current value
$20.4 Million
Previous $18 Million
10.8%
% of portfolio
15.68%
Previous 14.99%
Shares
6 transactions
Others Institutions Holding CGDV
# of Institutions
306Shares Held
155MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$741 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$367 Million0.2% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.48MShares$282 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