Synergy Investment Management, LLC Capital Group Divid Value ETF Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Synergy Investment Management, LLC holds 129,125 shares of CGDV stock, worth $4.76 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
129,125Holding current value
$4.76 Million% of portfolio
1.96%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
428Shares Held
249MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$859 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$629 Million0.23% of portfolio
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Lpl Financial LLC Fort Mill, SC16.2MShares$597 Million0.27% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$400 Million22.7% of portfolio
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Northwestern Mutual Wealth Management CO10.6MShares$390 Million0.34% of portfolio