Holistic Planning, LLC Capital Group Divid Value ETF Call Options Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CGDV
# of Institutions
351Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$804 Million0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$460 Million0.21% of portfolio
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Advance Capital Management, Inc. Southfield, MI9.1MShares$328 Million17.45% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$325 Million0.43% of portfolio
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Northwestern Mutual Wealth Management CO8.86MShares$320 Million0.29% of portfolio