Olistico Wealth, LLC Capital Group Divid Value ETF Transaction History
Olistico Wealth, LLC
- $172 Billion
- Q4 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 147,350 shares of CGDV stock, worth $5.45 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
147,350
Previous 134,657
9.43%
Holding current value
$5.45 Million
Previous $4.91 Billion
5.88%
% of portfolio
3.02%
Previous 3.0%
Shares
7 transactions
Others Institutions Holding CGDV
# of Institutions
463Shares Held
272MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$870 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$813 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$631 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$429 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$412 Million0.13% of portfolio