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 $364,949. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,710
Previous 8,710
-0.0%
Holding current value
$364,949
Previous $230,000
12.61%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
581Shares Held
376MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.8 Billion0.6% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$993 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL19.4MShares$811 Million0.27% of portfolio
-
Envestnet Asset Management Inc16.7MShares$701 Million0.2% of portfolio
-
Morgan Stanley New York, NY15.3MShares$643 Million0.04% of portfolio