Olistico Wealth, LLC Capital Group Divid Value ETF Transaction History
Olistico Wealth, LLC
- $157 Billion
- Q2 2024
A detailed history of Olistico Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Olistico Wealth, LLC holds 115,111 shares of CGDV stock, worth $4.2 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
115,111
Previous 104,939
9.69%
Holding current value
$4.2 Million
Previous $3.41 Billion
11.38%
% of portfolio
2.42%
Previous 2.46%
Shares
5 transactions
Others Institutions Holding CGDV
# of Institutions
352Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$813 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$466 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$332 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$329 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$324 Million0.29% of portfolio