Mark Sheptoff Financial Planning, LLC Capital Group Divid Value ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $182 Million
- Q4 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 2,787 shares of CGDV stock, worth $100,304. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,787
Previous 2,779
0.29%
Holding current value
$100,304
Previous $101,000
2.97%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding CGDV
# of Institutions
467Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$847 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$791 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$614 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$418 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$401 Million0.13% of portfolio