Strategic Family Wealth Counselors, L.L.C. Capital Group Divid Value ETF Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $293 Million
- Q4 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 $309,355. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,316
Previous 8,316
-0.0%
Holding current value
$309,355
Previous $303,000
3.3%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
457Shares Held
271MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA23.5MShares$876 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$818 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$634 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$432 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$414 Million0.13% of portfolio