Reuter James Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Reuter James Wealth Management, LLC
- $536 Million
- Q3 2024
A detailed history of Reuter James Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 267,401 shares of CGDV stock, worth $9.55 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
267,401Holding current value
$9.55 Million% of portfolio
1.82%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
391Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$831 Million0.17% of portfolio
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Lpl Financial LLC Fort Mill, SC16.2MShares$577 Million0.27% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$385 Million23.28% of portfolio
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Northwestern Mutual Wealth Management CO10.6MShares$377 Million0.34% of portfolio
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Envestnet Asset Management Inc9.8MShares$350 Million0.12% of portfolio