Sugarloaf Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 257 shares of CGDV stock, worth $9,329. This represents 0.0% of its overall portfolio holdings.
Number of Shares
257Holding current value
$9,329% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
411Shares Held
227MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$845 Million0.17% of portfolio
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Lpl Financial LLC Fort Mill, SC16.2MShares$587 Million0.27% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$393 Million22.7% of portfolio
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Northwestern Mutual Wealth Management CO10.6MShares$384 Million0.34% of portfolio
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Envestnet Asset Management Inc9.8MShares$356 Million0.12% of portfolio