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 $657,707. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,265
Previous 14,780
30.35%
Holding current value
$657,707
Previous $538,000
26.21%
% of portfolio
0.13%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
478Shares Held
276MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$804 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$751 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$582 Million0.23% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.7MShares$435 Million27.2% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$396 Million0.35% of portfolio