Obsidian Personal Planning Solutions LLC Capital Group Divid Value ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $202 Million
- Q3 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 9,215 shares of CGDV stock, worth $340,125. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,215
Previous 9,215
-0.0%
Holding current value
$340,125
Previous $304,000
10.2%
% of portfolio
0.17%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
390Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$859 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$597 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$398 Million23.28% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$390 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$362 Million0.12% of portfolio