Tyler Stone Wealth Management Capital Group Divid Value ETF Transaction History
Tyler Stone Wealth Management
- $535 Million
- Q4 2024
A detailed history of Tyler Stone Wealth Management transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Tyler Stone Wealth Management holds 19,265 shares of CGDV stock, worth $693,347. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,265
Previous 14,780
30.35%
Holding current value
$693,347
Previous $538,000
26.21%
% of portfolio
0.13%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
466Shares 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