Smallwood Wealth Investment Management, LLC Capital Group Divid Value ETF Transaction History
Smallwood Wealth Investment Management, LLC
- $126 Million
- Q2 2024
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 104,256 shares of CGDV stock, worth $3.61 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
104,256
Previous 101,664
2.55%
Holding current value
$3.61 Million
Previous $3.3 Million
4.12%
% of portfolio
2.72%
Previous 2.58%
Shares
8 transactions
Others Institutions Holding CGDV
# of Institutions
315Shares Held
166MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$771 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$381 Million0.2% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$315 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$311 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.23MShares$285 Million0.28% of portfolio