Perigon Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 37,903 shares of CGDV stock, worth $1.36 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
37,903Holding current value
$1.36 Million% of portfolio
0.04%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$838 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$582 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$388 Million23.28% of portfolio
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Northwestern Mutual Wealth Management CO10.6MShares$380 Million0.34% of portfolio
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Envestnet Asset Management Inc9.8MShares$353 Million0.12% of portfolio