Lodestone Wealth Management LLC Capital Group Divid Value ETF Put Options Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CGDV

# of Institutions

390

Shares Held

225M

Call Options Held

0

Put Options Held

6.01K

Capital International Investors Los Angeles, CA

23.3M
Shares

$847 Million
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

16.2M
Shares

$588 Million
0.27% of portfolio
Advance Capital Management, Inc. Southfield, MI

10.8M
Shares

$392 Million
23.28% of portfolio
Northwestern Mutual Wealth Management CO

10.6M
Shares

$384 Million
0.34% of portfolio
Envestnet Asset Management Inc

9.8M
Shares

$356 Million
0.12% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.