Evergreen Wealth Solutions, LLC Capital Group Divid Value ETF Transaction History
Evergreen Wealth Solutions, LLC
- $143 Million
- Q4 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 37,282 shares of CGDV stock, worth $1.34 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
37,282
Previous 17,334
115.08%
Holding current value
$1.34 Million
Previous $631,000
108.24%
% of portfolio
0.92%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
466Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$847 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$791 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$614 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$418 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$401 Million0.13% of portfolio