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 $328,454. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,710
Previous 8,710
-0.0%
Holding current value
$328,454
Previous $230,000
12.61%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
518Shares Held
323MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.11 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$894 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$654 Million0.24% of portfolio
-
Envestnet Asset Management Inc15.2MShares$573 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO13.8MShares$522 Million0.41% of portfolio