Transform Wealth, LLC Capital Group Divid Value ETF Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 54,249 shares of CGDV stock, worth $2.01 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
54,249
Previous 58,242
6.86%
Holding current value
$2.01 Million
Previous $1.92 Million
2.86%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
369Shares Held
197MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA22.3MShares$825 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$472 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$399 Million23.28% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9.65MShares$357 Million0.48% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$328 Million0.29% of portfolio