Wealthcare Capital Management LLC Capital Group Divid Value ETF Transaction History
Wealthcare Capital Management LLC
- $972 Million
- Q4 2024
A detailed history of Wealthcare Capital Management LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 15,930 shares of CGDV stock, worth $587,817. This represents 0.06% of its overall portfolio holdings.
Number of Shares
15,930
Previous 16,129
1.23%
Holding current value
$587,817
Previous $587,000
4.43%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
426Shares Held
230MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$859 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$597 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$400 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$390 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$362 Million0.12% of portfolio