Integrated Wealth Concepts LLC Capital Group Divid Value ETF Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 474,444 shares of CGDV stock, worth $17 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
474,444
Previous 129,605
266.07%
Holding current value
$17 Million
Previous $4.21 Million
271.7%
% of portfolio
0.22%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding CGDV
# of Institutions
383Shares Held
201MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA22.3MShares$801 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$458 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$388 Million23.28% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9.65MShares$347 Million0.48% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$319 Million0.29% of portfolio