Merit Financial Group, LLC Capital Group Divid Value ETF Transaction History
Merit Financial Group, LLC
- $4.39 Billion
- Q1 2024
A detailed history of Merit Financial Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Merit Financial Group, LLC holds 182,786 shares of CGDV stock, worth $6.09 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
182,786
Previous 172,937
5.7%
Holding current value
$6.09 Million
Previous $5.16 Million
15.12%
% of portfolio
0.14%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding CGDV
# of Institutions
307Shares Held
155MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$743 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$368 Million0.2% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.48MShares$283 Million0.42% of portfolio
-
Northwestern Mutual Wealth Management CO8.23MShares$274 Million0.28% of portfolio
-
Envestnet Asset Management Inc6.96MShares$232 Million0.09% of portfolio