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 $8,979. This represents 0.0% of its overall portfolio holdings.
Number of Shares
257Holding current value
$8,979% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
491Shares Held
288MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$822 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$768 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$596 Million0.23% of portfolio
-
Envestnet Asset Management Inc15.2MShares$531 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.7MShares$445 Million27.2% of portfolio