Hartmann Taylor Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Hartmann Taylor Wealth Management, LLC
- $112 Billion
- Q1 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 266,019 shares of CGDV stock, worth $9 Million. This represents 8.5% of its overall portfolio holdings.
Number of Shares
266,019Holding current value
$9 Million% of portfolio
8.5%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
483Shares Held
279MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$796 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$744 Million0.33% of portfolio
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Raymond James Financial Inc St. Petersburg, FL17.1MShares$577 Million0.23% of portfolio
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Advance Capital Management, Inc. Southfield, MI12.7MShares$431 Million27.2% of portfolio
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Northwestern Mutual Wealth Management CO11.6MShares$393 Million0.35% of portfolio