Ruggaard & Associates LLC Capital Group Divid Value ETF Transaction History
Ruggaard & Associates LLC
- $210 Billion
- Q1 2024
A detailed history of Ruggaard & Associates LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Ruggaard & Associates LLC holds 384,781 shares of CGDV stock, worth $12.8 Million. This represents 5.95% of its overall portfolio holdings.
Number of Shares
384,781
Previous 312,146
23.27%
Holding current value
$12.8 Million
Previous $9.31 Billion
34.26%
% of portfolio
5.95%
Previous 4.93%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
307Shares Held
155MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$743 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$368 Million0.2% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.48MShares$283 Million0.42% of portfolio
-
Northwestern Mutual Wealth Management CO8.23MShares$274 Million0.28% of portfolio
-
Envestnet Asset Management Inc6.96MShares$232 Million0.09% of portfolio