Strategic Family Wealth Counselors, L.L.C. Capital Group Divid Value ETF Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $281 Million
- Q3 2024
A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 8,316 shares of CGDV stock, worth $297,879. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,316
Previous 8,316
-0.0%
Holding current value
$297,879
Previous $274,000
10.58%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
409Shares Held
227MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$834 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$579 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$388 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$379 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$351 Million0.12% of portfolio