Long View Wealth Management Capital Group Divid Value ETF Transaction History
Long View Wealth Management
- $271 Billion
- Q2 2024
A detailed history of Long View Wealth Management transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Long View Wealth Management holds 101,646 shares of CGDV stock, worth $3.55 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
101,646
Previous 76,959
32.08%
Holding current value
$3.55 Million
Previous $2.5 Billion
34.11%
% of portfolio
1.24%
Previous 0.99%
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$779 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$446 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$318 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$315 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$310 Million0.29% of portfolio