Ridgeline Wealth Planning, LLC Capital Group Divid Value ETF Transaction History
Ridgeline Wealth Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Ridgeline Wealth Planning, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 232,837 shares of CGDV stock, worth $8.6 Million. This represents 7.86% of its overall portfolio holdings.
Number of Shares
232,837Holding current value
$8.6 Million% of portfolio
7.86%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
422Shares Held
229MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$860 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$597 Million0.27% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$400 Million22.7% of portfolio
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Northwestern Mutual Wealth Management CO10.6MShares$390 Million0.34% of portfolio
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Envestnet Asset Management Inc9.8MShares$362 Million0.12% of portfolio