Tradition Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q4 2024
A detailed history of Tradition Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 27,091 shares of CGDV stock, worth $975,005. This represents 0.09% of its overall portfolio holdings.
Number of Shares
27,091
Previous 26,227
3.29%
Holding current value
$975,005
Previous $955,000
-0.0%
% of portfolio
0.09%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding CGDV
# of Institutions
467Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$847 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$791 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$614 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$418 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$401 Million0.13% of portfolio