Wcg Wealth Advisors LLC Capital Group Divid Value ETF Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 15,298 shares of CGDV stock, worth $542,467. This represents 0.04% of its overall portfolio holdings.

Number of Shares

15,298

Holding current value

$542,467

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$35.16 - $37.12 $537,877 - $567,861	15,298 New	15,298 $539,000

Others Institutions Holding CGDV

# of Institutions

469

Shares Held

275M

Call Options Held

Put Options Held

400

Capital International Investors Los Angeles, CA

23.5M
Shares

$835 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

22M
Shares

$780 Million
0.33% of portfolio
Raymond James Financial Inc St. Petersburg, FL

17.1M
Shares

$605 Million
0.23% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.7M
Shares

$452 Million
27.2% of portfolio
Northwestern Mutual Wealth Management CO

11.6M
Shares

$412 Million
0.35% of portfolio

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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Wcg Wealth Advisors LLC Capital Group Divid Value ETF Transaction History