Quantum Financial Planning Services, Inc. Capital Group Divid Value ETF Transaction History
Quantum Financial Planning Services, Inc.
- $212 Billion
- Q2 2025
A detailed history of Quantum Financial Planning Services, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Quantum Financial Planning Services, Inc. holds 114,223 shares of CGDV stock, worth $4.63 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
114,223Holding current value
$4.63 Million% of portfolio
2.12%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
549Shares Held
351MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.74 Billion0.6% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$962 Million0.17% of portfolio
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Raymond James Financial Inc St. Petersburg, FL17.4MShares$704 Million0.24% of portfolio
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Envestnet Asset Management Inc16.7MShares$678 Million0.2% of portfolio
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Northwestern Mutual Wealth Management CO15.3MShares$622 Million0.45% of portfolio