Evergreen Wealth Solutions, LLC Capital Group Divid Value ETF Transaction History
Evergreen Wealth Solutions, LLC
- $147 Million
- Q3 2024
A detailed history of Evergreen Wealth Solutions, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 17,334 shares of CGDV stock, worth $644,998. This represents 0.43% of its overall portfolio holdings.
Number of Shares
17,334
Previous 13,525
28.16%
Holding current value
$644,998
Previous $446,000
41.48%
% of portfolio
0.43%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
442Shares Held
260MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA23.3MShares$866 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$818 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$634 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$432 Million0.35% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$403 Million22.7% of portfolio