Holistic Planning, LLC Capital Group Divid Value ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 120,790 shares of CGDV stock, worth $4.17 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
120,790
Previous 122,281
1.22%
Holding current value
$4.17 Million
Previous $3.97 Billion
1.22%
% of portfolio
3.02%
Previous 3.03%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
350Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$769 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$440 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$314 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$311 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$306 Million0.29% of portfolio