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 $301,191. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,710
Previous 8,710
-0.0%
Holding current value
$301,191
Previous $230,000
12.61%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
315Shares Held
166MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$771 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$381 Million0.2% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$315 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$311 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.23MShares$285 Million0.28% of portfolio