Wealthsource Partners, LLC Capital Group Divid Value ETF Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 8,710 shares of CGDV stock, worth $318,611. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,710
Previous 8,710
-0.0%
Holding current value
$318,611
Previous $230,000
12.61%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
389Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$852 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$591 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$395 Million23.28% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$387 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$358 Million0.12% of portfolio