Lodestone Wealth Management LLC Capital Group Divid Value ETF Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 90,327 shares of CGDV stock, worth $3.26 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
90,327
Previous 86,611
4.29%
Holding current value
$3.26 Million
Previous $2.81 Billion
5.9%
% of portfolio
1.57%
Previous 1.48%
Shares
7 transactions
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
-
Lpl Financial LLC Fort Mill, SC12.8MShares$460 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$328 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$325 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$320 Million0.29% of portfolio