Litman Gregory Wealth Management LLC Capital Group Divid Value ETF Transaction History
Litman Gregory Wealth Management LLC
- $1.1 Billion
- Q1 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 33,597 shares of CGDV stock, worth $1.12 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
33,597
Previous 33,420
0.53%
Holding current value
$1.12 Million
Previous $997,000
9.43%
% of portfolio
0.1%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
308Shares Held
164MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$744 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$368 Million0.2% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$303 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.48MShares$283 Million0.42% of portfolio
-
Northwestern Mutual Wealth Management CO8.23MShares$275 Million0.28% of portfolio