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 $9,113. This represents 0.0% of its overall portfolio holdings.
Number of Shares
257Holding current value
$9,113% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
471Shares Held
276MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$835 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$780 Million0.33% of portfolio
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Raymond James Financial Inc St. Petersburg, FL17.1MShares$605 Million0.23% of portfolio
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Advance Capital Management, Inc. Southfield, MI12.7MShares$452 Million27.2% of portfolio
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Northwestern Mutual Wealth Management CO11.6MShares$412 Million0.35% of portfolio